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Orion Rockets Past $6 Trillion in Assets and Sets the AI-Native Standard for Wealth Management - Business Wire

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Orion Advisor Solutions has announced a strategic shift to become an 'AI-native' platform, leveraging its massive scale of $6 trillion in assets to integrate artificial intelligence across its wealth management technology suite. This move signals a significant industry trend where major custodians and technology providers are prioritizing AI-driven workflows to enhance advisor efficiency and client personalization.

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