¹Source: https://digitaledition.investmentnews.com/articles/the-trouble-with-tech-integration
²Source: Orion Advisor WealthTech Survey, 2023
³Source: 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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