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Everything You Need to Know for Transitioning to Orion’s Enhanced Client Portal

August 29 @ 2:00 pm - 2:30 pm CDT

Event Description: Building strong connections with your clients is at the heart of your business. With Orion’s new, more intuitive Client Portal at their fingertips, your clients are empowered to stay invested in their journey toward financial wellness – and to collaborate with you. Join us for a 30-minute deep dive on the full transition process, including everything you need to prepare and answering any questions you have in a live Q&A segment. Our goal is to provide you with the right amount of training to navigate this change in technology and support you every step of the way.


August 29
2:00 pm - 2:30 pm CDT
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