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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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Maximize your Value in the High-Net-Worth Space

Event Description: High net-worth investors are estimated to have $19 trillion in investable assets1 and own 43% of total investable assets2 in the U.S. To tap into that opportunity and reach those clients, you need a solution that delivers an exclusive wealth experience that’s personalized to meet their needs. Brinker Capital Wealth Advisory enables you to offer high-net-worth investors: 1) Tailored investment experiences to help clients grow, manage and preserve their wealth 2) An exclusive suite of vetted partner services to meet their specialized needs 3)Personalized, white-glove service through a team of wealth experts that includes dedicated client portfolio managers Join Thomas K.R. Wilson, CFA, along with Ryan LeStrange, Divisional Vice President, to learn how you can capture high-net-worth opportunities with Brinker Capital Wealth Advisory on Orion Portfolio Solutions.1 "Winning in the high-net-worth segment in US wealth management", McKinsey & Company, August 2020.2 “The Cerulli Report - U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020”, Cerruli Research, December 2020.
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Inspire Growth with a Next-Level Client Experience

Event Description: Digital client experience tops the list of spending priorities for wealth management firms in 2023*, and with good reason. Client experience is a major predictor of business growth. Happy clients give your business staying power and great word of mouth. That means selecting the right TAMP is no longer just about ensuring your back office runs smoothly. Offering top-notch, convenient technology for your clients is key to growing your business. Please join Orion's team of experts for a tour of a client experience like no other with personalized proposals, accessible tools within a custom branded portal, and a convenient mobile app as well as holistic financial planning – only available on Orion Portfolio Solutions. *Source: F2 Strategy
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