On Demand Events

Event Description: Why are you only spending 50% of your time with clients*? Investors, particularly high-net-worth investors, are demanding more personalization and services than ever but your day is spent on administrative tasks, investment management execution, and financial planning. Join Ryan LeStrange, SVP, Divisional Sales Manager, to hear how outsourcing key aspects of your business can help you get back to what you do best – growing your client base and taking your practice to new heights. *Source: Cerulli Associates – U.S. Advisor Metrics

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: High-net-worth investors overwhelmingly believe that advisors who outsource their investing to third-party experts have more time to understand and deliver on their particular needs. Join Orion’s Kurt Brown, President, OCIO, and Andy Rosenberger, CFA, Head of Custom Indexing, to learn how to reclaim valuable time and meet your clients more than halfway on traditionally unscalable tactics – including this year’s trending topic, direct indexing. You’ll see how Orion can give you access to the tech, high-touch services, and investment team needed to help provide clients with personalized portfolios, tax optimization, and better outcomes.

Event Description: Why are you only spending 50% of your time with clients*? Investors, particularly high-net-worth investors, are demanding more personalization and services than ever but your day is spent on administrative tasks, investment management execution, and financial planning. Join Ryan LeStrange, SVP, Divisional Sales Manager, to hear how outsourcing key aspects of your business can help you get back to what you do best – growing your client base and taking your practice to new heights. *Source: Cerulli Associates – U.S. Advisor Metrics

Event Description: At Orion, innovation never rests and 2022 was no exception. This holiday season, we’re taking a look at some of our favorite tech solutions from the past year – including the powerful integration of Redtail CRM into our open architecture platform, the launch of Orion Custom Indexing, Automated Account Solution, and an exclusive look into the enhancements we made to our financial planning, trading, reporting, and data tools. Join our team of product experts to see how you can access the tech, resources, and support you need in 2023 to grow, scale, and realize your unique vision for success.

Event Description: Surprisingly, only 50% of an advisor’s time is spent working with clients.* This is due to the demands of time-intensive operational functions including compliance, portfolio accounting, and marketing – which leaves limited time for managing client relationships. Join Timothy D. Welsh, CFP, President of Nexus Strategy, LLC, and Brian Morgan, Director, Product Management, as they show you how utilizing an automated account opening solution can help you provide an outstanding wealth management client experience, scale and create tremendous efficiencies in your business, and free up valuable resources to focus on new markets and fuel business development. *https://www.kitces.com/blog/how-do-financial-advisors-spend-time-research-study-productivity-capacity-efficiency/

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: 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.

Event Description: Over 50% of investors feel the advice they receive is too generic.* Don’t become a commodity.…arm yourself with the right tech and outsourced support. To help you deliver a customized investing experience at scale, we are disrupting what you know about direct indexing and empowering you to provide clients with the personalization that they crave. Join Andy Rosenberger, CFA, Head of Custom Indexing and Timothy D. Welsh, CFP, President of Nexus Strategy, LLC, as they discuss the latest direct indexing technology innovations and demonstrate how Orion’s Custom Indexing Solution is designed to help you save time with trading, simplify account maintenance, and serve clients more effectively while minimizing their tax obligations through a tech-enabled, competitively priced solution. *Capgemini’s World Wealth Report (WWP) 2019