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Upcoming

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

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

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.
On Demand

Manage Behavior, Not Just Money, with Protect, Live, Dream

Event Description: Investment outcomes have been shown to be improved when goals-based investing is emphasized in financial planning. Cade DeNazario Akers, CFP®, Orion’s Financial Planning Product Manager will demo the Orion Planning platform, and further explain the new enhancements and customizations since the inception of Protect, Live, Dream. Cade will provide insight into how advisors may best utilize the feature to address different client scenarios and advisor preferences.
On Demand

Orion + Redtail Part 2: Transforming Advisor Growth through Next Generation CRM Technology

Event Description: Together, Orion and Redtail 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 us for a look at our recent enhancements, including the exciting addition of Orion’s portfolio view into Redtail and the roadmap of features that will be released soon. By combining Redtail’s next-generation CRM technology into Orion’s open architecture platform, we can help advisors scale essential operational functions and strengthen client relationships.
On Demand

Webinar Series – Find A Tech Solution That Grows With You: Most In One Technology, The Benefits of Open Architecture Tech

Event Description: You shouldn’t be bending over backward to get your tech stack to play nicely together, your tech stack should be catering to you and your needs. Let’s talk about the importance of an open architecture, and how it benefits you now, and in the future.
On Demand

Help You Sell: Turn a Prospect into a Client in One Week with Risk Intelligence

Event Description: Advisors today are facing tougher questions from prospects. With all the macro uncertainty, you're put on the spot to answer the big "what ifs" from your very first meeting. How do you effectively showcase your firm's value while also addressing broader economic concerns? In this webinar you’ll learn how to 1) Gather data quickly, so you're armed with information for your initial discussion. 2) Present a personalized proposal that addresses each prospective client's concerns. 3) Develop a firm grasp of your prospect’s current financial situation and risk appetite. 4) Spend more time sharing your firm's points of differentiation.
On Demand