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Future Proof plants its flag in the advisor industry event circuit

Future Proof cemented its place in the wealth management industry's annual event lineup with its second iteration.

Huntington beachUnited statesNatalie wolfsonLee davidsonMatt carvalhoTom riemanShirl penneyDanika waddellJoe duranKunal kapoorEric clarkeOrion advisor solutionsFuture proofAdvisor circleRitholtz wealth managementCardinal point capital management

Orion debuts AI-powered portfolio comparison tool at Future Proof 2023

Orion debuts AI-powered portfolio comparison tool at Future Proof 2023
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Justinl mackEric clarkeMike wilsonDaniel crosbyTechnology executive viceOrion advisor solutionsFuture proofChief behavioral officer daniel crosbyTechnology executive vice president mike wilsonFinancial planningOrion risk intelligenceOrion planningOrion tradingPortfolio comparison

Orion Previews AI-Powered Portfolio Comparison Tool at Future Proof

Orion Previews AI-Powered Portfolio Comparison Tool at Future Proof
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

San diegoUnited statesHuntington beachDaniel crosbyMike wilsondemonstratedEric clarkeKendra galanteOrion advisor solutionsOrion portfolio solutionsRedtail technologyCombining befiAdvisor solutionsFuture proofChief behavioral officerPortfolio comparisonClient engagement

Orion Previews AI-Powered Portfolio Comparison Tool at Future Proof

Orion Previews AI-Powered Portfolio Comparison Tool at Future Proof
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San diegoUnited statesHuntington beachEric clarkeDaniel crosbyMike wilsondemonstratedRedtail technologyOrion advisor solutionsOrion portfolio solutionsPowered portfolio comparison toolAdvisor solutionsFuture proofChief behavioral officerPortfolio comparisonClient engagementOrion systems

Okemos-based Orion Trading Systems' upgraded trading tech offers one platform to access myriad financial products

Michigan is home to an early stage technology that is bringing brokerages up to speed with trading trends. It might not have been that way without an early champion. "Patti Glaza is my go-to person. She was one of my early believers. I don't know if we'd have remained in the state if it wasn't for…

United statesAnn arborWestern michigan universityDave washburnPatti glazaMichigan universityMichigan state foundationHigh ridge futuresMichigan economic development corpStraits financialAlly financial incTradier brokerage incAvadhi financial technologies incSystems incUniversity of michiganInvestor services inc