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Orion gets serious about Addepar's threat to its biggest clients

CEO Eric Clarke cobbles together a dozen providers, plus DTCC, into a workable reporting system for alternative investments that cuts labor, improves appearance

Author Brooke Southall March 5, 2018 at 5:44 PM
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Eric Clarke: If we didn't do anything, our RIAs would have gone to Addepar or PCR and it would have given them a chance to cross-sell.


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Mentioned in this article:

Addepar
Portfolio Management System
Top Executive: Eric Poirier

Quovo
Portfolio Management System



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