On Demand Events

Event Description: Join us for a 30-minute overview of Orion Advisor Technology, and chat with our team to get your questions answered. We will cover reporting, billing, financial planning, client portal, trading, advisor dashboard, and more. This webinar is a great option for advisors who are considering a new technology platform or looking for an all-in-one technology tool to streamline operations and improve client experience.

Event Description: As investors’ demands continuously evolve, now is the perfect time to upgrade your client portal technology and allow clients to efficiently track their complete financial picture. Join Brian Morgan, Director, Product Management, and Josh Benson, VP, Business Development, to learn how to make the client portal the center of your clients’ digital experience through the use of a sleek platform alongside client-first tools and integrations. You’ll also get an exclusive look at new enhancements that are available in the award-winning Orion Client Portal to help provide a smoother financial management journey.

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions. For financial professional use only.

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, for this monthly Portfolio Recipes webcast. You’ll gain insight into our partners, how their firm plays a role on the Orion platform, and how their models can help amplify your expertise. We understand how important it is for you to meet your clients’ investment goals, which is why we’re here to help you put together the right recipe to fit the unique needs of your clients.

Event Description: A Bankrate survey from May 2022 found that only 18% of US adults with retirement or investment accounts say they will invest more in 2022 than they did in 2021. That’s bad news for advisors, who are looking to grow AUM by expanding their client base and growing their relationships with existing clients. How do you combat a stat like that and get clients to stick around and new ones to invest despite economic uncertainty? It’s all about focusing on client relationships. And with model management fueled by Orion Eclipse and Orion Risk Intelligence, it’s easier than ever to pull your head out of the spreadsheets and invest more time in 1:1 client engagement. In this webinar, we’ll discuss: 1) The number one reason clients leave advisors, and why the flight risk rises in times of market turbulence. 2) How tech can free up time in your day so that you can reinvest in meaningful client conversations that fuel retention. 3) What Orion Risk Intelligence and Orion Eclipse have to do with strengthening existing client relationships and building new ones.

Event Description: The combination of Redtail’s industry-leading CRM technology to Orion’s open architecture platform can serve as the foundation of your tech stack, connecting the advisor-client journey via an end-to-end, seamlessly integrated platform built around a CRM hub. Join Joel Hurst, SVP of Business Development, for an exclusive look at how this powerful integration can empower you to streamline your processes, make your workdays more productive, and increase your engagement with clients and prospects. You’ll also have a chance to get all your questions answered and access a sneak peek of upcoming enhancements that we have planned.

Event Description: Switching tech providers takes research and time, but there comes a point when you realize your current solution isn’t working for you anymore. If you’ve got multiple workarounds and spreadsheets or spend hours doing manual work, it might be time to see what else is out there.

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 – now available to advisors on the Orion Portfolio Solutions platform – can help you do just that. 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, and Dawn Batho, Director of Inside Sales, 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.

Event Description: With the midterm elections quickly approaching, we know your clients will be reaching out to you with questions on the possible effects to the markets, our industry, and their portfolios. Join Tim Holland, CFA, Chief Investment Officer, and Steve Pavlick, Head of Policy at Renaissance Macro, as they help guide you – and your clients through what you can expect post-election.

Event Description: Introducing Redtail Campaigns, the industry’s first CRM-centric advisor marketing suite.  Join Jake Leise, Director, Orion Prospect, and Ricky Williamson, Director of Training at Redtail, for the first look at this industry-leading marketing platform tool made for financial advisors. Redtail Campaigns builds upon Orion’s legacy Market*r tool, empowering advisors and firms to drive new business and deepen client relationships through hyper-personalized marketing campaigns launched right from their CRM dashboard. Together, Orion and Redtail are transforming the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey.