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WealthManagement.com·

Orion Adds BlackRock, Fidelity, Vanguard to its Tailored Allocation Portfolios

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Orion has integrated third-party investment models from BlackRock, Fidelity, and Vanguard into its Tailored Allocation Portfolios, which utilize custom indexing technology. While this update focuses on portfolio construction and indexing rather than generative AI, it highlights the ongoing trend of automating investment management workflows through platform-level integrations.

Read full article at WealthManagement.com

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