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Orion Launches New Tech Tools for Estate Planning, Client Goal-Setting
News March 14, 2024 at 04:26 PM
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What You Need To Know
- Fintech solution provider Orion is hosting its annual Ascent conference this week in San Diego.
- The firm is using the event to unveil a number of new tech tools and advisor platform initiatives.
- CEO Natalie Wolfsen said the new tools support estate planning and emotionally aware client service.
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