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Orion Launches Compliance Technology Tool | Wealth Management

Published: February 28, 2023

The newly-released tool seeks to automate processes, including share class monitoring.

Source: wealthmanagement.com

Related Topics:

United StatesLouis GianniniExchange CommissionJavelin Strategy ResearchShare Class Selection Disclosure InitiativeOrion National AscentOrion Advisor SolutionsClient OversightOrion ComplianceNational AscentKylee BeachClass Selection Disclosure InitiativeShare Class AlertsPre Trade ComplianceOwnership AlertsLarge Trader AlertsJavelin StrategyBasiscode Compliance