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Orion Advisor Tech Testimonials

  • “At Ascent, I learned how to use apps I was unfamiliar with, saving me a ton of time and my firm a ton of money.”

    Raquel BranchikFort Pitt Capital Group

  • "Orion helps us automate tasks and frees up time for portfolio construction, client retention, and prospecting."

    Greg MattinglyPreston Wealth Advisors, LLC
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