Skip to main content.


Stop Swiveling & Finally Scale Wealth Management

Event Description: While technology is necessary to grow your firm, adding more pieces to your tech stack can turn you into a “swivel chair advisor” - as you’re constantly switching between multiple systems, re-entering data, and manually completing tasks. With all of the recent enhancements in fintech, however, there has to be a better way? JoinTimothy D. Welsh, CFP, President of Nexus Strategy, LLC, as he shares his latest insights on the industry changes and how you can stop wasting time and resources with multiple workarounds for your tech. Throughout this webinar, you’ll discover: 1) Advancements in technology development to help you “stop the swivel” 2) Lessons from top advisors on how they are leveraging unified systems to streamline their operations 3) How you can find a tech stack that helps you operate better, faster, & stronger

How the Right Compliance Tech Fuels Your Fiduciary Process: Simplifying Your Life with Orion Compliance

Event Description: BasisCode, an industry-leading compliance management fintech solution, is now Orion Compliance. With its mission to help advisors everywhere build audit-ready firms, the end-to-end compliance solution is a natural fit for Orion, where our vision is to power the advisor-client journey with an eye toward seamless fiduciary processes. Carlos Guillen, BasisCode Founder and SVP of Tech Products at Orion Advisor Tech, joins Stephanie Sager, VP of Business Development at Orion, to discuss how Orion Compliance will immediately ease the struggles advisors face in building a robust compliance program. Plus, they'll offer a sneak peek at future enhancements that will allow Orion Compliance users even greater control over client-focused compliance matters.

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.