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¹Source: T3 Inside Information Software Survey, 2023. Orion has #1 Market Share for CRM, Portfolio Accounting, and All-In-One Software Programs.
²Source: The Trouble with Tech Integration, Investment News, 2022.
³Source: Proprietary Orion data, as of 7/28/2023.
⁴Source: 2022 Top 100 Independent Advisors, Barron's, 2022.
Compliance Code: 2 3 2 0 Orion Advisor Technology August 21, 2023