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AI-driven advanced planning solution joins forces with Orion

AI-driven advanced planning solution joins forces with Orion
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FP Alpha, the AI driven advanced planning solution for financial advisors, completes significant integration with wealthtech powerhouse, Orion.

/PRNewswire/ FP Alpha, an AI-driven advanced planning platform for financial advisors, announced today their new integration with Orion Advisor Solutions,.

Rachel schwabTrent mummaOrion advisor solutionsProduct managerEstate snapshotsChief product officerOrion advisorGeneral questionnaireAfp alpha

FP Alpha, the AI driven advanced planning solution for financial advisors, completes significant integration with wealthtech powerhouse, Orion.

FP Alpha, the AI driven advanced planning solution for financial advisors, completes significant integration with wealthtech powerhouse, Orion.
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Trent mummaAndrew altfestRachel schwabOrion advisor solutionsProduct managerEstate snapshotsChief product officerOrion advisorGeneral questionnaire

Orion blends client portal with Redtail CRM: Wealthtech Weekly

Plus, SMArtX and TradePMR team up; and Apex says Gen Z still loves crypto

United statesTrent mummaEric clarkeDaniel crosbyOrion advisor solutionsOrion wealth managementOrion planningOrion chief behavioral officerOrion advantageWealthtech weeklyM amp aWealth management

Stock Market | FinancialContent Business Page

Stock Market | FinancialContent Business Page
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Eric clarkeBrian mclaughlinTrent mummaInformation softwareOrion advisor solutionsOrion portfolio solutionsRedtail technologyResource centerSoftware all starAdvisor solutionsInside information software surveyOrion advisorOrion advisor techBrinker capital investments
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