Orion’s core philosophy is provide customization, integration, and scale to advisory firms through our portfolio accounting platform."
Kyle Hiatt, EVP Business Development at Orion Advisor Services |
Summary: Technology can sometimes be as much an encumbrance to a firm as it can be an asset. An implementation can take more hours than expected, a software update can break a process that had been working seamlessly, or a webinar audio can drop during the most important section of a presentation.
Orion’s core philosophy is provide customization, integration, and scale to advisory firms through our portfolio accounting platform."
Kyle Hiatt, EVP Business Development at Orion Advisor Services |
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