The 93/25 divide:
- 93 percent of individuals indicate they are engaged with social media at least weekly
- only 25 percent of advisors say they interact with their clients via social media
Whether it's closing the digital divide with your clients via social media or assessing the flexibility of your tech stack, now is the time to reassess and plan for the headwinds of changing consumer demands and the increased cost of doing business.
In his recent article published in Investments & Wealth Monitor, Oranj founder and CEO David Lyon provides three tips on navigating this complicated landscape.
We've taken the next step in our quest to simplify advisor technology - helping advisors spend less time managing and more time advising clients. Today we announced that the TradeWarrior trading and rebalancing technology and brand are now fully integrated with the Oranj platform at no additional cost.
“Building and expanding upon TradeWarrior’s capabilities and incorporating them into the Oranj platform is the completion of a two-year plan that began with the acquisition,” said David Lyon, founder and CEO, Oranj. “Rebalancing is an important and powerful tool for advisors and often times it can be an expensive luxury some advisors don’t deem necessary. Advisors no longer have to choose between cost and convenience.”