When Systems Work TogetherWhen Systems Work Together

Financial advisors are optimistic about the growth of their businesses in 2024, but many still face challenges that hold them back, including a need for better data integration among the systems they use.

Brian McLaughlin, president of Orion Advisor Technology, discusses the challenges advisors face in bringing technology together and the tools Orion has to help advisors improve efficiency, simplify their workflows and integrate their systems.