TIFIN Wealth helps wealth management firms bring more individuals into the world of advice through data collection and algorithmic intelligence. We leverage Precision AI to fuel organic growth of firms.
FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities, and domain expertise, FIS serves more than 20,000 clients.
Orion Advisor Tech
Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors realize their unique vision for success.