Summitas and Orion Announce Integration to Drive Innovation in Digital Engagement for Advisors
Summitas, the premier digital engagement platform for online wealth management portals, and Orion, the premier provider of transformative wealthtech solutions for advisors, have announced an integration aimed at empowering advisors by enhancing the technological capabilities available to them for digital engagement. This integration highlights the strengths of both companies—Orion’s comprehensive portfolio management......
