Using Data to Deliver Planning with MoneyGuide & Orion
Event Description:Advisors can now connect MoneyGuide's financial plans with Orion’s Client Portal investment performance data to better understand how their proposed strategies affect their clients’ estate planning strategies. During this live event, hosted by MoneyGuide, you will uncover how their integration with Orion’s Client Portal makes it easier to go from plan to portfolio implementation. Plus, MoneyGuide unveils their newest solution, Wealth Studios, and demonstrates its advanced estate planning strategies which addresses client cash flow questions prior to retirement, and models dynamic net worth over time. Register
Event Description: Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, as he whips up the High Conviction Portfolio, a powerful pairing featuring Hotchkis & Wiley and Polen Capital.
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.