Orion Advisor Solutions – Operating Environment & Competitive Landscape

  • Multi Asset
  • Multi Sector
  • Global


Former AVP at Orion Advisor Solutions Inc


  • Operating environment for wealth management technology and TAMP providers
  • Growth outlook for Orion, noting opportunities for organic and inorganic growth
  • Orion's competitive landscape vs Envestnet (NYSE: ENV) and upstarts such as Addepar, highlighting potential gaps in product suite
  • Outlook for 2023 and beyond, noting pricing and unbundling trends


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