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Orion Advisor Tech Case Studies

  • How Krasney Financial Uses Technology As Its Hub For Growth

    Eugene Yashin Chief Investment Officer of Equities

  • Streamlining and Scaling the Investment Management Process

    Kathy Kraft owner and founder
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  • Addepar
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    4.7 / 5.0
    Customer References 101 total
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    Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, …

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  • BRITech
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    4.8 / 5.0
    Customer References 35 total
    About

    BRITech is a British/Brazilian FinTech SaaS company headquartered in Sao Paulo, Brazil, with 70 employees in offices in eight countries. They provide scalable, robust wealth management software, professional services and …

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  • Broadridge
    Reference Rating
    4.8 / 5.0
    Customer References 58 total
    About

    Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and …

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