Join us for an exclusive glimpse into the future of wealth technology as we unveil the key themes that will shape our 2024 roadmap. At Orion, we are committed to working hand-in-hand with advisors as we collectively revolutionize the advisor-client experience.
We will also share a sneak peek of Orion Compare which marries Orion rebalancing, trading and risk intelligence functionality and generates implementation-ready, proposed portfolio decisions in one seamless, unified experience. The release of Orion Compare, slated for March 2024, will also mark the debut of the Smart Summary which is backed by BeFi and optimized with Orion AI. This first-of-its-kind technology makes it easier and more efficient than ever for you to help your clients understand the direct impact of portfolio changes.
Access to the services presented is provided solely to financial advisors by Orion Advisor Technology, LLC. Orion Compare does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. While the information is deemed reliable, Orion Compare does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.