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Manage Your Alternative Assets with Ease

Event Description: Alternative investments are a great way to diversify a portfolio and mitigate market volatility, but they are also held outside of the traditional investment structure and can be a challenge for advisors to track and maintain. This is why we created the Orion Alternative Investment Platform (AIP), which allows advisors to provide all-in-one statements and reviews for their clients by maintaining alternative investment data in concert with publicly traded investments. Sign up to see a demo of this platform and see how you can leverage it to create efficiencies for your firm. We will also cover how you can outsource your alternative asset maintenance to Orion, and why that might be a great option considering rising labor costs in today’s world.
On Demand

Orion + Redtail: Transforming Advisor Growth through Next Generation CRM Technology

Event Description: The widely awaited deal between Orion and Redtail has closed. Together, we are ready to transform the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey. Join Trent Mumma, Orion’s EVP of Tech Products, and Brian McLaughlin, Redtail co-founder and now Orion’s President of CRM, for a first-hand look at our roadmap for combining Redtail’s next-generation CRM technology into Orion’s open architecture platform to help advisors scale essential operational functions and strengthen client relationships.
On Demand

HiddenLevers War Room – Housing Whiplash

Event Description: While the $1T crypto market saturates headlines, the $43T U.S. housing market is what determines whether we are recession bound or not. Mortgage rates have doubled since March, and our biggest economic driver is eroding fast. 1) Have U.S. housing prices peaked? 2) Does the Fed want to end the housing boom? 3) When do mortgage rates overwhelm millennial demand? Join us as we update our U.S. Housing scenario and welcome thought leader Gargi Chaudhuri, Head of iShares Investment Strategy Americas – in the next Orion War Room.
On Demand

Orion and RISA: Transform Retirement Outcomes Through Personal Income Style Awareness

Event Description: At Orion, our mission has always been to power the advisor-client journey - from start to finish. That means offering the resources and technology our advisors need to do the best work for their clients throughout the entire financial management experience. That’s why we’re thrilled to announce our pilot partnership program with RISA. The Retirement Income Style Awareness profile, created by retirement income legends Alex Murguia and Wade Pfau, helps clients determine their individual retirement income personalities, so their advisors can build the personalized strategies for generating retirement income that makes sense for each unique client. Join Jeff Kliewer, Senior Product Manager at Orion, and RISA founders Alex Murguia and Wade Pfau to discuss: 1) RISA’s innovative, customizable framework for identifying individual retirement income personalities 2) How building retirement strategies around personal preferences drive better outcomes 3) How RISA integrates into your Orion platform 4) How you can participate in the partnership pilot
On Demand

Webinar Series – Find A Tech Solution That Grows With You: When To Admit You Need New Tech

Event Description: Switching tech providers takes research and time, but there comes a point when you realize your current solution isn’t working for you anymore. If you’ve got multiple workarounds and spreadsheets or spend hours doing manual work, it might be time to see what else is out there.
On Demand

July 2022 Product Release Webinar

Event Description: Join our product team to learn about the software updates being released in July. Take advantage of the opportunity to ask the product team your questions!
On Demand

Webinar Series – Find A Tech Solution That Grows With You: How Much Work Is It To Switch Tech Providers?

Event Description: If you’ve been thinking about switching tech providers, but feel intimidated by how much work it will entail, this webinar is for you. We will talk through what to expect when you switch - including what information you need to have ready, timelines, the impact on your clients, and more.
On Demand

Orion + Apex: Finally – Truly Digital Account Opening for RIAs

Event Description: For many advisors, the account opening process has long been on the list of tedious yet crucial tasks to complete. Utilizing Apex’s digital API suite, Orion’s new Automated Account Solution transforms the account opening process so you have the speed, efficiency, and flexibility you need to deliver a better client experience. Join Orion’s Brian Morgan, CFP®, Director of Product, and Eddie Sempek, National Sales Manager, along with Apex’s Megan Hausmann, Director, Advisory Success, and Marcel Tsai, Senior Director, Advisory Success to see first-hand how we’ve streamlined the traditionally slow account opening process into an efficient workflow that can be completed in under 5 minutes. You’ll learn how you can compete with robo-advisors, efficiently convert prospects to clients through the delivery of simple proposals, and create scale while integrating financial planning, best-in-class reporting, and a white label client portal.
On Demand

HiddenLevers War Room – Peak Inflation

Event Description: Sure we’ve probably got a technical recession. But so what? Earnings are doing just fine, commodities are falling and housing is no longer crazy. The Fed shock therapy seems to be working, and other central banks are following suit. 1) Did peak inflation happen? 2) Will the Fed hawkishness stop now? 3) Did equities bottom at 3666? Join us as we update our Inflation scenario with our featured speaker, Phillip Toews, CEO and Portfolio Manager at Toews Asset Management, in the next Orion War Room.
On Demand

Webinar Series – Find A Tech Solution That Grows With You: Choose the Right Tech To Help You Reach to $1 Billion in AUM

Event Description: Are fast growth and hitting $1 Billion in AUM in your future? Let’s talk about how your tech should be helping you reach that milestone, and, even better, grow with you for your subsequent billion milestones.
On Demand

Orion + BasisCode: How BasisCode Helps One CCO Keep 75+ Affiliates Audit-Ready

Event Description: Cherie Jolly, CCO of Dynamic Advisor Solutions, is charged with helping the 75+ affiliates the business supports remain in compliance year-round. Compliance professionals know the importance of leveraging a comprehensive technology platform to help manage their clients compliance programs. From automating key Code of Ethics functions to tracking filing deadlines and providing essential training to advisors, BasisCode helps Cherie automate and streamline critical compliance tasks to keep each firm audit-ready. In this webinar, Carlos Guillen, Orion’s SVP of Tech Products, invites Cherie to share how BasisCode helps her provide best practices compliance services to her firms and their 3,600 investors.
On Demand

Webinar Series – Find A Tech Solution That Grows With You: How The Right Tech Can Help You Surpass Your Next Billion in AUM

Event Description: You’ve hit some major milestones already… $1 billion, $5 billion, or $10 billion in AUM. At this stage in the game, it’s imperative you have a solution that you won’t outgrow. As a larger firm, let’s talk about what your tech solution should be doing for you, and what questions you need to be asking to make sure it’s the right fit.
On Demand