Let's Get Integrated

Streamline your practice and boost efficiency today with our Financial Advisor Technology Integration, course!

Find out just how well your tech stack is integrated. Orion's integration expert, Jeff Kliewer, will lead you through an internal assessment of your integration strengths and weaknesses, an exercise to map your integrations, and direction on how to implement your ideal tech stack.

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Course Details

  • 6 Lessons
  • 40 Minutes
  • This course does not offer CE credit.

 

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Who Is This For?

  • Advisors who are looking to deepen the integrations within their existing Orion technology
  • Advisors and technology owners who are interested in learning about the integration capabilities of Orion’s overall technology

What Will I Learn?

  • Best practices for setting up integrations within Orion for both new and existing technology users
  • Ways to reduce the swivel-chair advisor effect by streamlining the technology communication process

Course Curriculum

Chapter 1
  • Introduction
  • Swivel Chair Advisors
Chapter 2
  • Internal Assessment
  • Implementation Strategy
Chapter 3
  • Resources That Are Available to You
  • Conclusion
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Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.