Creative Planning International selects Orion Enterprise for Portfolio and Investment Management

In 2017, Creative Planning International, a United States based Banking and Financial Services organization with 10 employees and revenues of $1M selected Orion Enterprise for Portfolio and Investment Management while displacing Legacy, and integrating with the existing systems being used.

Customer	Vendor	Old Product	New Product	Category	Market	Users	VAR/SI	When	Live
Creative Planning International	Orion Advisor Solutions	Legacy	Orion Enterprise	Portfolio and Investment Management	Investment Management	n/a	n/a	2017	2017

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