The Perfect Blend: Merging Trust and Wealth Management with Orion’s Technology
The Perfect Blend: Merging Trust and Wealth Management with Orion’s Technology
The Perfect Blend: Merging Trust and Wealth Management with Orion’s Technology
Date:
October 3, 2024
Location:
-
Time:
2:00 pm - 3:00 pm
Venue:
Webinar
In today’s fast-evolving financial landscape, trust and wealth management firms face increasing pressure to stay ahead by embracing the power of data. At Milemarker, we believe that sophisticated data strategies are key to unifying your business lines and transforming your firm’s potential.
Join Milemarker’s CMO & Co-Founder, Jud Mackrill, and George Svagera, SVP of Institutional Sales at Orion, as they discuss how data aggregation can modernize your trust operations. Discover how seamless data ownership, portability, and actionable insights can drive more informed decision-making, simplify trading, enhance reporting, and ultimately lead to superior client outcomes.
This session will be your roadmap to navigating the complexities of trust and wealth management with the perfect blend of cutting-edge technology and data-driven strategy.
The Perfect Blend: Merging Trust and Wealth Management with Orion’s Technology
Date:
October 3, 2024
Location:
-
Time:
2:00 pm - 3:00 pm
Venue:
Webinar
In today’s fast-evolving financial landscape, trust and wealth management firms face increasing pressure to stay ahead by embracing the power of data. At Milemarker, we believe that sophisticated data strategies are key to unifying your business lines and transforming your firm’s potential.
Join Milemarker’s CMO & Co-Founder, Jud Mackrill, and George Svagera, SVP of Institutional Sales at Orion, as they discuss how data aggregation can modernize your trust operations. Discover how seamless data ownership, portability, and actionable insights can drive more informed decision-making, simplify trading, enhance reporting, and ultimately lead to superior client outcomes.
This session will be your roadmap to navigating the complexities of trust and wealth management with the perfect blend of cutting-edge technology and data-driven strategy.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
