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On Demand Events

On Demand Events

Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.

The Solution That Scales: Orion Technology Demo and Q&A

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.

On Demand

Stop Swiveling & Finally Scale Wealth Management

Event Description: While technology is necessary to grow your firm, adding more pieces to your tech stack can turn you into a “swivel chair advisor” – as you’re constantly switching between multiple systems, re-entering data, and manually completing tasks. With all of the recent enhancements in fintech, however, there has to be a better way? JoinTimothy D. Welsh, CFP, President of Nexus Strategy, LLC, as he shares his latest insights on the industry changes and how you can stop wasting time and resources with multiple workarounds for your tech. Throughout this webinar, you’ll discover: 1) Advancements in technology development to help you “stop the swivel” 2) Lessons from top advisors on how they are leveraging unified systems to streamline their operations 3) How you can find a tech stack that helps you operate better, faster, & stronger

On Demand

Webinar Series – Find A Tech Solution That Grows With You: Ask Us Anything, Top Due Diligence Questions

Event Description: No question is a dumb question when it comes to due diligence. This is a big decision that will affect your firm’s trajectory and growth. So bring your questions – we can talk about Orion tech specifically, due diligence in general, what questions you should be asking tech providers, and more.

On Demand

Webinar Series – Find A Tech Solution That Grows With You: Most In One Technology, The Benefits of Open Architecture Tech

Event Description: You shouldn’t be bending over backward to get your tech stack to play nicely together, your tech stack should be catering to you and your needs. Let’s talk about the importance of an open architecture, and how it benefits you now, and in the future.

On Demand

Webinar Series – Find A Tech Solution That Grows With You: How The Right Tech Can Help You Surpass Your Next Billion in AUM

Event Description: You’ve hit some major milestones already… $1 billion, $5 billion, or $10 billion in AUM. At this stage in the game, it’s imperative you have a solution that you won’t outgrow. As a larger firm, let’s talk about what your tech solution should be doing for you, and what questions you need to be asking to make sure it’s the right fit.

On Demand

Orion + Apex: Finally – Truly Digital Account Opening for RIAs

Event Description: For many advisors, the account opening process has long been on the list of tedious yet crucial tasks to complete. Utilizing Apex’s digital API suite, Orion’s new Automated Account Solution transforms the account opening process so you have the speed, efficiency, and flexibility you need to deliver a better client experience. Join Orion’s Brian Morgan, CFP®, Director of Product, and Eddie Sempek, National Sales Manager, along with Apex’s Megan Hausmann, Director, Advisory Success, and Marcel Tsai, Senior Director, Advisory Success to see first-hand how we’ve streamlined the traditionally slow account opening process into an efficient workflow that can be completed in under 5 minutes. You’ll learn how you can compete with robo-advisors, efficiently convert prospects to clients through the delivery of simple proposals, and create scale while integrating financial planning, best-in-class reporting, and a white label client portal.

On Demand

Webinar Series – Find A Tech Solution That Grows With You: How Much Work Is It To Switch Tech Providers?

Event Description: If you’ve been thinking about switching tech providers, but feel intimidated by how much work it will entail, this webinar is for you. We will talk through what to expect when you switch – including what information you need to have ready, timelines, the impact on your clients, and more.

On Demand

Webinar Series – Find A Tech Solution That Grows With You: When To Admit You Need New Tech

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.

On Demand

Orion + Redtail: Transforming Advisor Growth through Next Generation CRM Technology

Event Description: The widely awaited deal between Orion and Redtail has closed. Together, we are ready to transform the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey. Join Trent Mumma, Orion’s EVP of Tech Products, and Brian McLaughlin, Redtail co-founder and now Orion’s President of CRM, for a first-hand look at our roadmap for combining Redtail’s next-generation CRM technology into Orion’s open architecture platform to help advisors scale essential operational functions and strengthen client relationships.

On Demand
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