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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 [by market share] for All-In-One Software, Trading and Rebalancing, TAMP, and Risk Intelligence.
²Source: The Trouble with Tech Integration, Investment News, 2022.