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Orion Advisor Tech Case Studies

  • The Independent Mindset Putting Client Needs First through Technology

    Brian McGregor Sargent Investment Group

  • How Krasney Financial Uses Technology As Its Hub For Growth

    Eugene Yashin Chief Investment Officer of Equities
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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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  • Altruist
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    4.8 / 5.0
    Customer References 42 total
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    Altruist is Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account …

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  • Lasting Dynamics
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    4.8 / 5.0
    Customer References 23 total
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    Lasting Dynamics is SME focused on luxury software development, that means they only pick some project per year and they provide the same effort and high quality standard to all …

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