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Orion Advisor Tech

Profile

Orion Advisor Tech is the premier portfolio management solution provider for registered investment advisors. Founded in 1999, the firm has unique insights into the advisory profession because it was founded for investment advisors. To realize their mission to help advisors operationalize their vision for success and deliver a best-in-class client experience, Orion Advisor Tech offers integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than $800B in AUA and over 3 million accounts. For more, please visit www.orionadvisor.com.