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"Orion gives us the ability to execute trades across multiple custodian platforms. We run algorithm-based trading models to tell us how to trade and then we do that across multiple platforms, which is easier said than done. But with Orion, we can trade our entire book of business in a …
“Orion’s commitment to expanding the platform and innovating means it is not only a powerful selling tool, it’s a powerful retention tool."
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, …
CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time …
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 …
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