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New Client Portal: Demo and Q&A Webinar

Event Description: Now’s the time to find out why Orion Portfolio Solution’s New Client Portal, launching January 2022, will become the foundational tool for offering your clients a truly unique experience. The new Client Portal is designed to help you engage your clients in an easier, more personalized way with tools and technology intended to bolster the client experience. Get a guided tour of the new Client Portal and how it can be customized to best fit the unique needs of your clients, as well as, answers to all of your transition questions - live!
On Demand

December 2021 Product Release Webinar

Event Description: Be among the first to see what updates are coming to the Orion platform in December. Our product team will demo the updates and be available for any questions.
On Demand

Monthly Spotlight: The Orion Tax Managed Solution

Event Description: Orion’s Head of Tax Managed Solutions, Andy Rosenberger, CFA, is back to answer all of your top-of-mind questions! Join us for this exclusive opportunity to hear from Andy and  get equipped to bring proactive tax management to every client.
On Demand

January 2022 Product Release Webinar

Event Description: Kick off the new year by joining our product team to learn about the software updates being released in January. Take advantage of the opportunity to ask the product team your questions!
On Demand

New Client Portal: Live Walkthrough and Q&A Event

Event Description: Orion Portfolio Solutions’ new Client Portal will launch on January 31. The new Client Portal is designed to help you engage your clients in an easier, more personalized way with tools and technology intended to bolster the client experience. Join us as we dig a little deeper into the portal’s upgraded features and tools and be sure to bring our team your questions - you will get answers, live!
On Demand

2022 Quantum Leap & Wealth Management Combine

Omni La Costa Resort & Spa 2100 Costa Del Mar Road, Carlsbad
Event Description:  Orion is proud to support the Centaurus Quantum Leap Workshop and Wealth Management Conference in Carlsbad, CA as both an exhibiting sponsor and a content provider. Sterling Moore, VP, Regional Director for Orion will present How to Attract and Retain High Net Worth Clients.

3 Proven Tactics to Guide Your Clients Through Market Volatility

Event Description: During times of market volatility, clients tend to feel on edge. Now is the time to demonstrate your value to help ease their concerns - and communication is key to this. Radio silence from their advisors is a big pain point for investors. While it may seem obvious to you, your clients want to know that you’re on top of market events and that you have a plan for their portfolio. We’ve packed a lot of great information into this webinar, starting off with a review of the markets with Orion’s Chief Investment Officer, Tim Holland, CFA. During this webinar, you will also: 1. Get communication tips on what you need to say to clients, when to say it, and more 2. Understand the importance of having a sound financial plan during volatile times and how to communicate that to clients 3. See how successful RIAs use HiddenLevers to gauge risk tolerance, create durable portfolios, and set client expectations before and during market volatility. If you like what you see during this webinar, you can take advantage of special pricing on some of the tools we cover.
On Demand

Capturing High Net Worth Opportunities with Brinker Capital Wealth Advisory

Event Description: Join Thomas K.R. Wilson, CFA, Senior Vice President and Head of Wealth Advisory for Brinker Capital Investments, alongside Carrie L. Hall, CLU, CFP of Carrie Hall, and Associates to hear how you can begin to capture high-net-worth opportunities with Brinker Capital Wealth Advisory. Now, you can differentiate your practice and serve the specialized needs of high-net-worth individuals, families, and institutions, by partnering with the right people and delivering the right solutions. Brinker Capital, an ORION Company, is now offering Wealth Advisory to advisors on the ORION wealth management platform. This unique service is designed to help you offer your clients a personalized wealth experience through our three-tiered process. 1) Discover how tailored wealth management and outstanding service can help you attract and retain clients 2) Design customized wealth solutions to meet your high-net-worth clients’ unique needs 3) Deliver better outcomes through experienced, objective investment management, personalized offerings, and exceptional service
On Demand

February 2022 Product Release Webinar

Event Description: Our product team will be on deck to share the latest updates made to our reporting tool, trading tool, financial planning tool, and others! Get a demo of the updates and ask the product team any questions you have about the products.
On Demand

YCharts + Orion: Leveraging the NEW Integration for Portfolio Construction & Analysis

Event Description: Join YCharts and Orion's Ben Frantz, VP of Business Development, where they will review 1) How to seamlessly import portfolio data from Orion into YCharts 2) Popular workflows for building and analyzing portfolios in both YCharts and Orion, and 3) Tools and features to elevate your proposal generation, client communication, and more!
On Demand

After-Tax Performance & Benchmarking

Event Description: Have you or your clients ever wondered what impact their taxes may have on their performance returns? With the release of Orion's new after-tax benchmarking functionality, you have the power to present after-tax performance returns, create accurate comparisons to those returns, and help your clients achieve greater tax efficiencies! Watch this webinar to learn more about this exciting feature and how it brings added value to you and your clients.
On Demand

March 2022 Product Release Webinar

Events Description: Be among the first to see what updates are coming to the Orion platform in March. Our product team will demo the updates and be available for any questions.
On Demand