Advizr CEO reveals just how the lift-out of four Morgan Stanley breakaway engineers leapfrogs his plans ahead
Hussain Zaidi sees greenfields opportunities at small IBDs and Fortune 500 firms where planning software alone doesn't make the grade
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Advizr founder Hussain Zaidi parts ways with Orion but mission accomplished: Orion's AUA leapt 50% in his 19 months
MoneyGuidePro and eMoney still dominate, but RIAs and IBDs in droves are willing to choose Orion's planning on the terms offered -- zero license fees.
January 9, 2021 at 2:06 AM
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Advizr Inc.
Financial Planning Software
Top Executive: Hussain Zaidi
