AI-driven advanced planning solution joins forces with Orion
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Partnership saves advisors time as there is no need to manually enter client data, says FP Alpha.
FP Alpha, an AI-driven advanced planning platform for financial advisors, today announced its new integration with Orion Advisor Solutions, a provider of wealthtech solutions for fiduciary advisors.
"Our clients have been asking us about an integration with market leader, Orion, for a while now a
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