WealthTech Today cover image

Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion

WealthTech Today

00:00

Why Summit and Orion needed a single pane

Reed explains Summit's goal to unify disconnected advisor systems into a single pane of glass for client and team workflows.

Play episode from 03:08
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app