Orion Expands Capabilities to Help Advisors Capture Opportunities with Affluent Clients Through Highly Personalized Services

Orion has announced at Orion Ascent numerous platform-wide enhancements to aid financial advisors in serving high- and ultra-high-net-worth (HNW/UHNW) clients and multi-family offices.  With $124 trillion expected to change hands through 2045, the influx of new millionaires will demand highly personalized financial solutions to manage, protect and grow their wealth….