As a result of the agreement, 43,000 users will have a 15% reduced rate to use Orion’s platform. Chalice gives advisors centralized software, including access to “private equity, venture capital and hedge funds as well as a roster of fintech solutions that address needs in human resources, compliance and information technology.” Orion offers portfolio accounting solutions, conversion, training, support and a trading platform.
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Orion and Chalice Team Up, Network Users Offered Discount
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