orion advisor services

Diamond in the Rough: Orion Finds a Financial Planning Gem in Advizr

“The soul is placed in the body like a rough diamond, and must be polished, or the luster of it will never appear.” ― Daniel Defoe, English writer Orion Advisor Tech (formerly Orion Advisor Services) announced that they are acquiring financial planning software vendor Advizr for an undisclosed amount. I sat down with Randy Lambert, president of […]