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Orion Portfolio Solutions’ New Advisor Portal Live Webinar: Account Trading Functions and Model Maintenance Q&A

June 21 @ 1:00 pm - 1:45 pm CDT

Event Description: Orion Portfolio Solutions’ new and reimagined platform helps you facilitate your entire wealth management process right from one cohesive experience – helping you navigate each day with ease. Join our experts for a live Q&A event focused on a summary of key trading functions and answers to all your questions about placing buy/sell trade orders, performing Household-level rebalancing and trade order reviews, as well as, how to conduct model and sleeve maintenance, assigning new models and add or edit overlays. Submit your questions when you register or bring them with you to the event.

Details

Date:
June 21
Time:
1:00 pm - 1:45 pm CDT
Event Categories:
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