Wealthtech provider Orion is unveiling artificial intelligence assistants within its platforms this week, part of what…
Tag: Orion
WealthStack Roundup: Orion, Zocks Synch up
The AI-powered notetaker and automated assistant platform for advisors, Zocks, and major wealthtech provider Orion announced…
Orion’s Reed Colley looks to the future
Reed Colley, president of Omaha, Nebraska-based Orion Advisor Technology, has had a whirlwind 12 months. Things…
Orion to Open San Franscisco Innovation Lab in Wake of Workforce Restructuring
Wealthtech provider Orion Advisor Solutions is planning to open an “innovation lab” in San Francisco later…
Orion Taps Silicon Valley Engineer as CTO
Orion has hired a new chief technology officer with a background in leading software engineering teams…