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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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Clark Capital’s High Net Worth Strategies and Services Now Available at Orion Portfolio Solutions

Event Description: We’re excited to announce that Clark Capital’s high net worth strategies and capabilities are now available on the Orion Portfolio Solutions platform. Hosted by Clark Capital Management Group, join this interactive webinar for an in-depth overview of Clark Capital’s high net worth strategies and services designed to help you deliver a superior client experience.
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Recalculating & Troubleshooting Live Bills

Event Description: We understand that having to correct a client's bill is not always preventable. During this webinar, we'll review the different updates that will be captured when a bill is recalculated, how to recalculate a fee while you are mid-bill run, and how to recalculate a bill after you've already collected the fee from the custodian.
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Orion Reporting : What to Expect in 2021 (And What You May Have Missed in 2020)

Event Description: As Orion continues its mission of offering the most user-friendly and cutting-edge technology available, we take a look back at recent improvements to our reporting tool—and a special preview of what’s to come. Orion’s tech is constantly evolving—and our Reporting tool is no exception. We’ll journey down the 2021 road map, and look at expected upgrades including: Dynamic Sub-Reports, Tag Specific Filtering, ESG Reporting, Enhanced Reporting, Integrations, and more! Join Jason Genthe, Product Manager, for a quick review of the exciting enhancements we made in 2020 and a sneak peek of what to expect in 2021.
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January 2021 Product Release Webinar

Events Description: Register to be among the first to hear about the Orion Advisor Tech product updates made so far in 2021! Our product managers will be on deck to demo the updates and answer your questions.
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InvestmentNews – Fintech Virtual Summit

Event Description: InvestmentNews’ Fintech Virtual Summit will address a gap in the market by translating financial technology solutions into the vernacular and showcasing each technology in a way that is relatable for financial advisers. Fintech Virtual Summit will serve as the forum for advisers and fintech providers to meet, ideate, and connect the dots between industry problems and fintech solutions.
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