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Orion Advisor: The Ultimate Portfolio Accounting Platform for Advisors

Published 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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