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June 2021 Product Release Webinar

Event Description: Let’s round out 2021 Q2 with the latest details on this month’s tech build! Understand what updates were made to the Orion Advisor Tech platform and how to leverage them in your business. You can also take advantage of the opportunity to ask our product team any questions about the updates. April and May product release webinars are also available at registration!
On Demand

Enhancements To Your Orion Portfolio Navigation

Event Description: We’ve been making some updates to the advisor experience within Orion, and our dynamic trio of Jeff, Karin, and Levi are excited to share the features and benefits of these updates with you in this webinar. The changes we made to the navigation are all based on client feedback and pertain to areas such as the portfolio tree, ad hoc grouping, and others. Sign up now so you can be among the first to see these new features and be well-prepared for when the features go live later in October.
On Demand

Orion Cash & Credit – Lending and Cash Management

Event Description: Today’s consumers expect a one-stop-shop for their financial services, putting advisors in competition with brokers, banks, and robo-advisors. To help advisors meet increasing client needs to incorporate banking into wealth management, Orion offers Orion Cash & Credit, a fully integrated lending and cash management solution that helps advisors: 1) Increase client retention through the ability to offer more comprehensive financial services for clients, creating increased loyalty and higher retention rates. 2) Compete with large banks and wirehouses armed with a powerful equalizer to offer competitive lending and cash management services. 3)Attract and serve high-net-worth clients who often have complex needs and value concierge services such as lending and cash management. Join Jason Moore, Chief Solutions Officer, Orion Advisor Solutions, along with Steven Canup, Managing Director at Focus Client Solutions, and Joe Sweeney, AIF, Managing Partner, Cornerstone Wealth Group to learn more about incorporating banking solutions into comprehensive wealth management.
On Demand

October 2021 Product Release Webinar

Event Description: Kick off Q4 by joining our product team to learn about the software updates being released in October. Take advantage of the opportunity to ask the product team your questions!
On Demand

Orion’s Tax Managed Solution: Amplify Your Expertise

Event Description: Join Andy Rosenberger, CFA, Head of Orion’s Tax Managed Solutions to hear how Orion’s premier Tax Managed Solution enables you to help solve the complexities of tax-sensitive portfolios, serve the comprehensive needs of investors, and elevate your advisory practice. Andy will be joined by Joe Graziano, CFP®, Vice President, Wealth Management Partner at FFP Wealth Management to discuss how through the support of our dedicated Tax Management Team, he was enabled to: 1) Serve clients more effectively 2) Attract and win new clients 3) Differentiate his offering
On Demand

November 2021 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

Orion + BasisCode: Get Your Firm Audit-Ready with Compliance Technology

Event Description: There is increasing demand to improve effectiveness of compliance programs, based on SEC regulations and the compliance risks in the advisor work-from-home model. Now is the time to learn about Orion’s new partnership with BasisCode Compliance, LLC., a comprehensive cloud-based compliance software platform for the financial services industry. Join Orion Advisor Solutions’ General Counsel, Kylee Beach and Vice President of Compliance Technology, Carlos Guillen as they discuss the robust offering BasisCode brings to Orion advisors, along with a glimpse of the future integrated roadmap and an insider’s view demo of the game-changing compliance tech by Orion’s Sonya Reeve.
On Demand

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