portfolio management

November 18, 2024
Published by T3NewsADM at November 18, 2024
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Advyzon Announces Auria, New Product Offering for Family Offices and UHNW Clients

Advyzon announced a new product offering from Advyzon Institutional called Auria. Evolving from Advyzon’s all-in-one platform, Auria is purpose built for the needs of UHNW clients […]
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August 11, 2020
Published by Joel Bruckenstein at August 11, 2020
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AssetBook Releases Pulse Platform Third Generation Portfolio Management and Accounting Platform

By Joel Bruckenstein, CFP AssetBook just officially released the Pulse Platform, their third-generation portfolio management and accounting system. The platform has been in beta testing with […]
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April 30, 2020
Published by T3NewsADM at April 30, 2020
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Oranj Adds to its Model Marketplace for Financial Advisors Mutual Funds with the Long-Standing Value Line Funds Family

Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that Value Line Funds has joined the growing list of […]
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October 23, 2018
Published by T3NewsADM at October 23, 2018
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Oranj Partners with Vestmark to Expand Access to Third-Party Investment Models and Improve Advisor Experience

Vestmark, a leading provider of portfolio management and trading solutions for financial institutions and advisors, announced a partnership with Chicago-based financial technology firm Oranj. Vestmark Advisory […]
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August 17, 2018
Published by Joel Bruckenstein at August 17, 2018
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The Best Technology Event for Advisors that You’ve Never Heard Of

One of the best and most significant annual technology conferences for advisors is one that is not open to advisors: The TD Ameritrade Institutional Technology Summit. […]
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April 12, 2018
Published by Joel Bruckenstein at April 12, 2018
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Orion’s Purchase of FTJ FundChoice Makes Orion a Player in the TAMP Space

The independent advisory space continues to evolve, and Orion Advisor Services is evolving with it. Some in the industry have speculated for some time that firms […]
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December 15, 2017
Published by Joel Bruckenstein at December 15, 2017
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Advyzon: One of the Industry’s Best Kept Secrets

It is rare in this industry to come across a well built, intuitive platform for advisors that is value priced, yet relatively unknown; that’s exactly what […]
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September 19, 2016
Published by Joel Bruckenstein at September 19, 2016
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Portfolio Management, Reconciliation and Accounting – Some Thoughts on Outsourcing for Financial Advisors

During the last few weeks, I’ve had the opportunity to attend both the Orion FUSE event and the SS&C/Advent Deliver Conference. The two events could not […]
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April 21, 2016
Published by Bob Veres at April 21, 2016
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Advyzon Solves the Whole Puzzle

It’s been a while since the last time somebody tried to create an all-in-one software system for financial planners, and the promising beginning at IFS back […]
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