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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.
- What does Blueleaf do? We have a list of features that make advisors’ lives easier.
- Can I see the product? Yes. Get the demo videos and see it in action!
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