On Demand Events

Event Description: There are a lot of ways for advisory firms to collect fees from clients – but you first have to determine if you’re calculating fees in the most optimal way for your firm’s growth? Join Andrew Temple, Product Liaison, and Khae Saechao, Product Manager, to see how Orion’s end-to-end billing solution can eliminate accounting chaos, improve your client experience, and ultimately increase revenue. You’ll also get an exclusive look at our New Billing Experience – designed to help you get paid faster.

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: Quarter end processing can be a stressful time for you and your firm with strict deadlines, complex tasks, and a high risk of errors. Join Joe Badalucco, Senior Internal Sales Representative, as he explores the common pitfalls and challenges that you face during quarter end and provides practical strategies for avoiding them. He’ll also share an insider look at the Orion Quarter End Dashboard, one of our most popular solutions – designed specially to streamline your quarter-end and eliminate the hurdles.

Event Description: Orion is proud to support and attend the LPL Investment Symposium in Nashville as both an exhibiting sponsor and content provider. The Investment Symposium is an elite event offered exclusively to the most successful Equitable Advisors’ financial professionals achieving outstanding LPL Financial advisory sales in 2021.

Event Description: Orion is proud to support Cambridge Signature Club as an exhibiting sponsor.

Event Description: There are times when a live bill needs to be revised after it’s already been run. Did you know that you are able to recalculate a bill to reflect changes such as an updated fee schedule, asset exclusion, or changes to billing settings? Join Makinzie Fox, Orion Billing Training Architect, to learn more about how to recalculate fees while you are mid-bill run, and after you’ve already collected the fee from the custodian.

Event Description: You’ve processed your fee file at the custodian, now what? It’s time to track your receivables and process payments to your Reps! Join Makinzie Fox, Orion Billing Training Architect, for the last part of our Quarter End Webinar Series to learn more about the Post Payments app and how to run Advisory Fee Reports in the Payout Dashboard.

Events Description: As you plan for quarter end, are you ready to run your bills and statements – quickly? We’ve got you covered! Join Makinzie Fox, Orion Billing Training Architect, for the second part of our Quarter End Webinar Series where you’ll walk you through how to complete your Quarter End Dashboard, run live bills, review your billing audit files, and run batch statements!

Events Description: Don’t waste time stressing about how to prepare for quarter end!  Join Makinzie Fox, Orion Billing Training Architect, for Part 1 of our Quarter End Webinar Series where you’ll walk through the process of auditing your billing information and running a forecast bill. You’ll also learn how to kick off your Quarter End Dashboard so you’re fully equipped for a successful quarter end.

Event Description: There are times when a live bill needs to be revised after it’s already been run. Did you know that you are able to recalculate a bill to reflect changes such as an updated fee schedule, asset exclusion, or changes to billing settings? Join us to learn more about how to recalculate fees while you are mid-bill run, and after you’ve already collected the fee from the custodian.