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Upcoming Events

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

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Maximize your Value in the High-Net-Worth Space

Event Description: High net-worth investors are estimated to have $19 trillion in investable assets1 and own 43% of total investable assets2 in the U.S. To tap into that opportunity and reach those clients, you need a solution that delivers an exclusive wealth experience that’s personalized to meet their needs. Brinker Capital Wealth Advisory enables you to offer high-net-worth investors: 1) Tailored investment experiences to help clients grow, manage and preserve their wealth 2) An exclusive suite of vetted partner services to meet their specialized needs 3)Personalized, white-glove service through a team of wealth experts that includes dedicated client portfolio managers Join Thomas K.R. Wilson, CFA, along with Ryan LeStrange, Divisional Vice President, to learn how you can capture high-net-worth opportunities with Brinker Capital Wealth Advisory on Orion Portfolio Solutions.1 "Winning in the high-net-worth segment in US wealth management", McKinsey & Company, August 2020.2 “The Cerulli Report - U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020”, Cerruli Research, December 2020.
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How to Put a Historic 2022 in Perspective and a Better Outlook for 2023

Event Description: There is no question that 2022 was a difficult year for the market and in return, investors. From seeing the highest inflation rates in four decades, rapidly rising interest rates, to a fiercely divided political landscape, we dealt with a volatile market. Join Tim Holland, CFA, Orion’s Chief Investment Officer, as he shares insights on how we left 2022 and what we are watching for in 2023 including inflation, the yield curve, and the Fed. Dr. Daniel Crosby, Orion’s Chief Behavioral Officer, will then dive into how to use behavioral investing tendencies to stay on track when trying to achieve investment goals.
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The Solution That Scales: Orion Technology Demo and Q&A

Event Description: Join us for a 30-minute overview of Orion Advisor Technology, and chat with our team to get your questions answered. We will cover reporting, billing, financial planning, client portal, trading, advisor dashboard, and more. This webinar is a great option for advisors who are considering a new technology platform or looking for an all-in-one technology tool to streamline operations and improve client experience.
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Centralize Your Compliance, Simplify Your Life – How Compliance Tech Can Streamline Processes and Reduce Risk

Event Description: One of the biggest challenges compliance officers face is their long list of disparate tasks. What if there was a way to streamline and automate processes to reduce risk and make your work easier? Compliance tech simplifies many essential compliance tasks, giving you and your team unparalleled visibility into procedures, statuses, and due dates. A centralized workspace gets everyone on the same page and helps ensure compliance excellence firm-wide. Ryan Stevenson, Associate Vice President of Business Development, at Orion Advisor Solutions, speaks with Brian Ferko, CCO of Brinker Capital, about how Orion Compliance has introduced greater ease, clarity, and control into his daily work.
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The Solution That Scales: Orion Technology Demo and Q&A

Event Description: Join us for a 30-minute overview of Orion Advisor Technology, and chat with our team to get your questions answered. We will cover reporting, billing, financial planning, client portal, trading, advisor dashboard, and more. This webinar is a great option for advisors who are considering a new technology platform or looking for an all-in-one technology tool to streamline operations and improve client experience.
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Inspire Growth with a Next-Level Client Experience

Event Description: Digital client experience tops the list of spending priorities for wealth management firms in 2023*, and with good reason. Client experience is a major predictor of business growth. Happy clients give your business staying power and great word of mouth. That means selecting the right TAMP is no longer just about ensuring your back office runs smoothly. Offering top-notch, convenient technology for your clients is key to growing your business. Please join Orion's team of experts for a tour of a client experience like no other with personalized proposals, accessible tools within a custom branded portal, and a convenient mobile app as well as holistic financial planning – only available on Orion Portfolio Solutions. *Source: F2 Strategy
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The Solution That Scales: Orion Technology Demo and Q&A

Event Description: Join us for a 30-minute overview of Orion Advisor Technology, and chat with our team to get your questions answered. We will cover reporting, billing, financial planning, client portal, trading, advisor dashboard, and more. This webinar is a great option for advisors who are considering a new technology platform or looking for an all-in-one technology tool to streamline operations and improve client experience.
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Portfolio Recipes: Market Cycle Advised Mandate Portfolio Recipe

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, as he gives you an inside look at a new pairing of two strategists on our platform. You’ll gain insight into these partners, how their firm plays a role on the Orion platform, and how their models can help amplify your expertise. We understand how important it is for you to meet your clients’ investment goals, which is why we’re here to help you put together the right recipe to fit the unique needs of your clients.  
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Orion National Ascent Conference

Orlando World Center Marriott 8701 World Center Drive, Orlando
Event Description: Use this opportunity to expand your network, get inspired, and engage your target audience in a setting designed to spark fresh ideas and powerful connections.  Register today and reserve your spot!  Looking forward to seeing you there!
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