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“It was a giant project – thankfully we had a dedicated Orion team member who specifically managed the data conversion.”
"The best part about Orion is they are open. They have a willingness to respond to people’s needs as they go. They realize some things change and evolve, and in my eyes, they’ve been a great partner."
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, …
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 …
For 30 years, EV has been the tech innovator behind the UK's wealth management revolution. They're re-engineering the financial planning and advice process to make it more accessible and engaging …
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