Thank You – Tech survey – Report PDF – Orion



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National Survey Report :
“How Advisors are Using Technology
and What to Expect in 2013”

Thanks for your interest in the 2013 Advisor Tech Survey Report from Blueleaf and Orion! After reading it, browse around to learn about our portfolio monitoring, account aggregation, client portal, and other features. Blueleaf and Orion is an integration that simply works.


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