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  • Dynasty Financial Partners - Customer Success Story (Shirl Penney - President, Chief Executive Officer)
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    Shirl Penney President, Chief Executive Officer
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  • Advyzon
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    4.8 / 5.0
    Customer References 16 total
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    Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an …

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  • Black Diamond Wealth Platform
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    Black Diamond Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an …

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  • Orion
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    4.8 / 5.0
    Customer References 15 total
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    Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Their tech-enabled fiduciary process empowers financial advisors to …

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