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Orion Advisor Solutions
Envestnet | Tamarac
Addepar
Top Marketing Channels
Orion Advisor Solutions
- Content Marketing
- Examples: White papers, Blog posts, Webinars
- Campaigns: Future Proofing Your Practice, The Advisor's Guide to Growth, Unleashing the Power of Technology
- Social Media Marketing
- Examples: LinkedIn thought leadership, Twitter updates, YouTube tutorials
- Campaigns: Orion Ascent Conference, Wealth Management Best Practices, Industry Insights Series
- Email Marketing
- Examples: Newsletter, Product updates, Event invitations
- Campaigns: Monthly Advisor Newsletter, New Feature Release, Ascent Registration Open
Top Sales Channels
- Direct Sales Team
- Personalized demos, Consultative selling, Relationship management
- Solution Discovery Call, Customized Platform Walkthrough, Partnership Program Enrollment
- Partnerships & Alliances
- Technology integrations, Custodian collaborations, Industry associations
- Integrated Solutions Showcase, Custodian Partner Program, FinTech Ecosystem Growth
- Conferences & Events
- Orion Ascent, Industry trade shows, Regional workshops
- Orion Ascent Experience, Advisor Tech Summit, Regional Growth Seminars
Altafid SWOT Analysis
Strengths
Comprehensive platform
Strong market presence
Extensive integrations
Weaknesses
Complexity for new users
Potential for feature bloat
Pricing can be high for smaller firms
Opportunities
Growing demand for integrated wealthtech
Expansion into new advisor segments
AI/ML driven insights
Threats
Intense competition
Rapid technological shifts
Data security concerns
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