Profiles In Success: Efficient Wealth Management

Tuesday, July 01, 2014 20:14
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Profiles In Success: Efficient Wealth Management

Welcome to the first in a series of industry content designed specifically to help independent financial advisors better manage and profitably grow their firms.

This Website Is For Financial Professionals Only


Brought to you by Total Rebalance Expert (TRX) and Orion Advisor Services, Profiles in Success spotlights notable advisory firms and showcases how they are providing outstanding client service, driving efficiencies and creating a scalable business by leveraging leading edge technology.

Efficient Wealth Management is an excellent example of how advisors can harness technology to create an efficient foundation and differentiate their firms in a crowded marketplace. In this white paper, Paul Carroll, CFP® of Efficient Wealth Advisors shares how his firm was able to grow and scale through the effective implementation of trading and portfolio accounting software. 
 
TRX and Orion have come together to create an integrated and complete portfolio management and rebalancing platform that is driving the success of firms like Efficient Wealth Management. We invite you to learn more by logging on to www.trxpert.com and www.orionadvisor.com.
 

Download the article at http://www.orionadvisor.com/advisor-finds-trading-efficiency-scale/.

 

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