FP Alpha, the AI driven advanced planning solution for financial advisors, completes significant integration with wealthtech powerhouse, Orion.
/PRNewswire/ -- FP Alpha, an AI-driven advanced planning platform for financial advisors, announced today their new integration with Orion Advisor Solutions,...
Rachel Schwab Trent Mumma Orion Advisor Solutions Product Manager Estate Snapshots Chief Product Officer
Source: prnewswire.com