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"The training course exceeded my expectations - it was a ten out of ten. I came out of there confident that I could proficiently use the software and perform many of my day to day activities after just three days."
InvestCloud is California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. They create beautifully designed client experiences and intuitive operations solutions using their ever-expanding …
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 …
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for their sister company, a registered investment adviser, so they built the solution …
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