Wealth management assets2 Check This Out: Orion Custom Indexing Customize at Scale. Add Revenue.Click Once. Manage tax-efficient, personalized portfolios at scale with the only tech-enabled solution that brings together proposal generation, trading, and reporting all in one place. ...
This website is intended for investment professionals only. It is not intended for use by private investors. Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor. 1073-OAS-4/17/2023 By...
— Joey Banghart, CJC Wealth Management I learned about 4 different technologies that we are going to be implementing when we get back to the office. — Kevin Korhorn, Korhorn Financial Group, Inc. I was truly amazed by all of it! The venue, food, location, sessions, activities. ...
This website is intended for investment professionals only. It is not intended for use by private investors. Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor. 1073-OAS-4/17/2023 ...
Wealth management assets2 Check This Out: Orion Custom Indexing Customize at Scale. Add Revenue.Click Once. Manage tax-efficient, personalized portfolios at scale with the only tech-enabled solution that brings together proposal generation, trading, and reporting all in one place. ...
¹Source:T3/Inside Information Advisor Software Survey, 2025. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and Portfolio Design Solutions. Orion also ranks in the Top 3 for All-In-One Software, Trading and Rebalancing, TAMP, and Risk Intelligence. ...
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Orion’s financial planning software makes it easy for you to connect client’s financial goals with investment performance data to create actionable plans that make aspirations a reality.
Banktech is a multi-regional partner for Temenos, a leading global banking platform for large and small banks, challenger banks, and fintechs. Temenos’ banking platform offers a wide range of solutions for Retail, Corporate, Payments, Wealth Management and Private Banking. Banktech delivers imple...
The company offers a range of services including wealth management, sustainable wealth management, asset management, real estate and project financing, financial and wealth planning, trading and sales, corporate finance, private debt funds, and capital market services. They cater to private clients, ...