Without the scale or support of a large organization, how do independent financial advisors compete against the robo trend? With some tech of their own, say two firms partnering to offer a solution that automates a wide extent of office operations and client services.
Orion Advisor Services, a portfolio-accounting service provider for financial advisors, and Jemstep, a robo-advisory technology provider, want to help independent advisors engage clients and prospects online by integrating their existing back-end technology and operations.
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