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Orion wins software accounts of two $1-billion-plus firms - one a broker-dealer and one an RIA

Advance Capital leaves IAS and United Planners gets performance reporting for the first time

Author Brooke Southall July 18, 2011 at 2:46 PM
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Joseph Theisen was looking for better CRM and more customized reports.

Technology


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June 26, 2014 — 3:05 PM

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June 26, 2014 — 4:33 PM

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Related Moves

May 22, 2023 at 5:13 PM

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The New York City consulting giant quietly made the Orion founder and ex-CEO a McKinsey senior advisor two months after he stepped down last year.

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