Two-way integration automatically connects Orion portfolio management data to advisor-client conversations and communications in Zocks, accelerating ‘time to advice’ Zocks, the privacy-first AI assistant for financial services, and Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, announced their... The post Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client...| GlobalFinTechSeries