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As a matter of policy, BBB does not endorse any product, service or business. If you choose to do business with this company, please let them know that you checked their record with BBB. Always verify contact information directly through Affirm’s official website or application. This proactive approach can significantly expedite the resolution process and …

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For advisors with tech-savvy clients or diverse portfolios, Kubera offers a dynamic platform that fosters ongoing client participation and satisfaction. Its comprehensive suite of tools covers everything from portfolio management to client communication, making it ideal for firms that want to streamline their operations and technology stack. Orion Advisor Technology is a comprehensive financial technology …

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