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Orion Advisor: The Ultimate Portfolio Accounting Platform for Advisors

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Iris.xyz caught up with Kyle Hiatt, EVP Business Development at Orion Advisor Services, at the Schwab Impact Conference in San Diego that ran Oct. 24-27, 2016.

Hiatt discussed how Orion works with advisors who want to aggregate and reconcile their data through its web-based portfolio management system.

Watch the video above to learn more!

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