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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.
Register

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.
Register

Top 10 Technology Tools You Need in 2023

Event Description: At Orion, innovation never rests and 2022 was no exception. This holiday season, we’re taking a look at some of our favorite tech solutions from the past year - including the powerful integration of Redtail CRM into our open architecture platform, the launch of Orion Custom Indexing, Automated Account Solution, and an exclusive look into the enhancements we made to our financial planning, trading, reporting, and data tools. Join our team of product experts to see how you can access the tech, resources, and support you need in 2023 to grow, scale, and realize your unique vision for success.
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Model Management + Stress Testing = Opportunity for Client and Firm Growth

Event Description: If you’re not using stress testing as part of your model management processes, you’re leaving huge opportunities on the table. Join Eddie Sempek, National Sales Manager, and Phil Colling, AVP of Business Development, as they demonstrate how to leverage Orion Risk Intelligence to: 1) Stress test any model no matter who owns it (no limitations!) 2)Improve the risk review process by running multiple models against your client’s portfolio 3) Make changes without impacting models until you’re ready to move forward 4)Unite models with relevant risk data all under one roof with Orion’s Eclipse integration
Register

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.
Register