From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.

Investment News Icons and Innovators

Event Description: InvestmentNews honors icons and innovators who have shaped and transformed the financial advice profession. During this event, InvestmentNews spotlights 18 of the most innovative firms changing the way advice is created, delivered, and used by clients today. Orion Advisor Solutions is proud to be a finalist in the category of Advisor Fintech, Large Firms.

Beacon Strategies Roundtable

Event Description: Come together with other decision-makers to be a part of a collaborative discussion built around a carefully curated topic list. Orion is participating in the Compliance, Tech, and the C-Suite session.

Orion Planning Product Updates

Event Description: Join us to review the latest development updates for Orion Planning and the new Client Portal. This includes enhancements to Business Sales, additional Distribution Strategies, changes to the Personal Information Page, Client Portal Newsfeed, and the ability to choose a Landing Page. We've also made the MoneyGuide Pro and eMoney integrations available within the portal!


Event Description: There’s never been a better time to join the Orion Advisor Tech platform, and this virtual two-day event for new advisors will showcase our entire suite of solutions via in-depth training and detailed demos. Attendees will have the chance to try out the brand new Orion Connect dashboard experience, take a closer look at streamlined updates to our trading platform, and learn about tangible ways to use our tools to improve the client experience. Contact your Onboarding Consultant to learn more!

The Way Forward Webinar Series – Episode 3: Investing

Event Description: Never before has the industry seen such ups and downs in the market, with daily volatility making the investment landscape ever more challenging to navigate. At the same time, these volatile markets create tremendous opportunities for advisors to showcase their services and business model by leveraging award-winning rebalancing and trading technology, accessing critical research, and tapping into top institutional investment managers to provide firms with a powerful investment management marketing message. Particularly as the online goliaths continue to expand and rollout “free” investing options, now is the time for advisors to up their investing games. Check out leading advice, strategies, and approaches from our panel of advisor investing experts in this “can’t miss” discussion.

Leveraging a Broad Selection of Alternative Investment Strategies

Event Description: With an increased demand for alternative investments, many financial advisors are looking for new ways to harness the power of these assets to enhance returns, supplement income, and diversify risk. Orion’s new integration with CAIS, a leading alternative investment platform with a broad selection of alternative investments and structured solutions, empowers our advisors with strategies that allow them to seek to capitalize on new opportunities and withstand ever-changing markets. Join this webinar to hear more about our new integration, and learn how you can leverage alternative investments to win new business, strengthen your client relationships, and ultimately track progress towards each clients’ unique definition of financial success.

Preparing for Quarter End – Part 1

Event Description: Feeling stressed about the upcoming quarter end? We've got your covered! Join the first of our three-part Quarter End webinar series where we'll cover best practices for auditing data, running a forecast bill, and how to leverage your Orion Quarter End Dashboard!

“Four legs of the stool” with Portfolio Manager Kim D. Arthur

Event Description: Close your eyes and picture a stool. Price, the Federal Reserve, fiscal policy, and COVID-19 are the four legs, equally holding the collective weight of what’s on investors’ minds. Orion Portfolio Solutions Regional Vice President, Mark Soukup and Main Management Regional Vice President, Wayne Seaman will host a “Lunch and learn,” featuring Main Management Portfolio Manager, Kim D. Arthur, who will present “Four legs of the stool.” Mr. Arthur will discuss how Price, the Federal Reserve, fiscal policy, and the ongoing COVID-19 pandemic influence our economic outlook. Enjoy lunch on us and learn more about the current economic and monetary environment. After the presentation, you will be able to have better conversations with your clients, answer their questions, and guide them toward their goals in 2021.

December Market*r Webinar – Starting the Year Off Right with an Effective Marketing Plan featuring Orion CMO Kelly Waltrich

Event Description: For many marketers, 2020 has been a year full of curveballs, missteps, and not-so-nice surprises. Luckily though, there was plenty of opportunity to evolve and explore new strategies. That’s why, as we head into 2021, creating an effective marketing plan that incorporates the many different changes brought on by 2020 will be critical to your future success. Join Orion’s very own CMO, Kelly Waltrich as she covers the steps toward building a marketing plan that gets your year started off on the right foot, using some of her own real-world experiences to illustrate her points. After all, with over 15 years of experience managing the marketing efforts of both Fintech firms and financial advisors, Kelly has learned a thing or two about effective marketing strategies.

Provide a Superior Client Experience with Orion’s Updated Report Builder

Event Description: Orion’s commitment to improved performance and user experience continues. We’ve heard your feedback and have made Report Builder more efficient and easier to use.  Your clients receive personalized experiences everywhere they go. They should get the same from you—their financial advisor—as well. The new Report Builder consolidates our reporting suite into a single app, includes new features to make custom report creation time-efficient and intuitive, and empowers you to provide more individualized client experiences. Join us to preview Sub-Report Builder, Dynamic Elements, and other ways we are improving your Report Builder user experience.

CLS 401k Solutions with Paula Heckler & Case Eichenberger

Event Description: Join Paula Heckler and Senior Portfolio Manager Case Eichenberger for a review of your 401k plan managed by CLS Investments.  During this presentation, Case will review the current market environment, investment positioning within the plan, and the market outlook and opportunities for the year ahead.

December 2020 Product Release Webinar

Event Description: Get the most out of your Orion tech by learning about our latest build! In this webinar, our Product Managers will demo and explain the latest enhancements made to the Orion platform. Use this opportunity to get your questions answered directly by the Product teams.