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Orion Advisor Tech

Profile

Orion Advisor Tech (“Orion”) is the premier portfolio management technology provider for registered investment advisors. Since their creation in 1999, Orion has evolved with the needs of advisors, offering technology and solutions to grow their businesses with greater efficiencies and a more engaging client experience. Orion is now the largest privately-owned portfolio accounting service in the country and the fastest-growing portfolio management solution of 2019, according to a leading trade periodical’s 2019 Tech Survey.