Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.
Orion: Building a Wealth Tech Community
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Dive into the details of the Orion x eMoney integration with Jeff Kliewer, Senior Product Manager at Orion Investments. Understand the ins and outs of creating a strong fintech platform with both Orion and eMoney, as well as how both Advisors and Clients can find value in this Integration.
