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Financial Technology Year

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Orion Planning

from Advizr (Orion)

Cash flow-based and goal-based financial planning software with retirement gap analysis, tax planning, risk capacity assessment, client portal access, and integration with portfolio management.
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Category: Financial Planning Software
in: Wealth Management
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.

Orion Planning


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