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FP Alpha, the AI driven advanced planning solution for financial advisors, completes significant integration with wealthtech powerhouse, Orion.

Published: December 19, 2023

/PRNewswire/ -- FP Alpha, an AI-driven advanced planning platform for financial advisors, announced today their new integration with Orion Advisor Solutions,...

Source: prnewswire.com

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Rachel SchwabTrent MummaOrion Advisor SolutionsProduct ManagerEstate SnapshotsChief Product OfficerOrion AdvisorGeneral QuestionnaireAfp Alpha