WHITEPAPER: Collaboration Leads to Success: Why Aurum Wealth Management Made Changes to Their Advisor...

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When Aurum Wealth Management was founded in 2006 as a joint venture with Skoda Minotti, they were looking for a platform that would help them both scale support and enable ongoing growth.

WHITEPAPER: Power Your Firm’s Value Proposition with a Financial Planning Strategy

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The Financial Planning Gap The benefits of providing a financial plan to clients have...

WHITEPAPER: Orion Communities – Streamlining and Scaling the Investment Management Process

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Communities, Orion’s model marketplace, helps financial advisors transform the way they personalize portfolios with unprecedented access...

WHITEPAPER: Monitoring the Nation’s Health with Blockchain Technology

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Executive Summary written by GBBC Every day, doctors and patients generate massive amounts of data, most of which...

WHITEPAPER: Power Ledger – Use Cases

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Executive Summary written by GBBC Traditional power grid infrastructure gives little control to consumers; consumers are unable to...