On Demand Events

Event Description: Now’s the time to find out why Orion Portfolio Solution’s New Client Portal, launching January 2022, will become the foundational tool for offering your clients a truly unique experience. The new Client Portal is designed to help you engage your clients in an easier, more personalized way with tools and technology intended to bolster the client experience. Get a guided tour of the new Client Portal and how it can be customized to best fit the unique needs of your clients, as well as, answers to all of your transition questions – live!

Event Description: Join Raj Udeshi and Praveen Ghanta as they introduce a new scenario for this stage of the pandemic and discuss whether we’ve hit peak inflation, in the next HiddenLevers War Room.

Event Description: We are living in an unprecedented time full of uncertainty. As troubling headlines around COVID-19, the housing market, and rising inflation flood your clients’ emails and news feeds, it’s only natural that they’ll fear what’s next. Now, more than ever, discussions around risk and real-time events are essential in calming client concerns. Together, HiddenLevers and Orion provide advisors with tools to acknowledge and address clients’ concerns while also reassuring them that they’re properly invested to meet their financial goals—no matter what the future holds. Led by Business Development Executive Clark Jeffries, and joined by Adam Palmer, Director, Product Management, we’ll discuss actionable strategies to provide investors peace of mind and explore how HiddenLevers + Orion can help prevent clients from allowing fear to disrupt investment decisions. We’ll also showcase an in-depth review of HiddenLever’s capabilities, such as gauging risk tolerance, stress testing portfolios, and recommendation building to minimize risk.

Event Description: The FPA NorCal Conference is the premier financial planning conference dedicated to the education, knowledge, and growth of financial planners. Orion’s, Sean Hollingshead, VP of Managed Accounts will be speaking about Planning and the Client Experience on Wed, June 2 at 1:30 pm PDT and Thurs, June 3 at 12:30 pm PDT!

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 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.

Event Description: The key to success has always been a focus on the client experience in wealth management. Accordingly, top advisors are leveraging technology to ensure that their clients are well informed and up to date on all aspects of their financial situation. In order to deliver on this service promise while scaling and profiting from a personalized focus during social distancing times, leading firms are leveraging communication technology to provide clients with access to an aggregated view of their finances through all devices, with a focus on mobile and video. Clients are able to achieve their goals and advisors are able to achieve growth, success and a competitive advantage. Hear from top advisors on how they are achieving for their clients and their businesses in this capstone session in our webcast series.

Event Description: Never before has the industry seen such ups and downs in the market, with daily volatility making the investment landscape ever more challenging to navigate. At the same time, these volatile markets create tremendous opportunities for advisors to showcase their services and business model by leveraging award-winning rebalancing and trading technology, accessing critical research, and tapping into top institutional investment managers to provide firms with a powerful investment management marketing message. Particularly as the online goliaths continue to expand and rollout “free” investing options, now is the time for advisors to up their investing games. Check out leading advice, strategies, and approaches from our panel of advisor investing experts in this “can’t miss” discussion.

Event Description: Over the past year, we’ve seen a rapid acceleration in the adoption of advisor technology—a trend that shows no sign of slowing down. The COVID-19 pandemic, coupled with already-increasing client expectations, has led advisors to demand greater technological sophistication, not just from individual solutions, but from the way they work together. Join a panel of industry experts to learn more about the trajectory of advisor technology and how their firms are exploring new strategies for future innovation.

Event Description: It’s difficult to remember an election in recent history that has caused so much division, hostility, and unrest across our country as a whole—and the impact on our industry, perceived or legitimate, has likely drummed up panic and confusion in your clients. Now is your opportunity to be their certainty. Proactive, thoughtful communication from you, their advisor, will help create a sense of calm and peace of mind—which is critical for making composed investment decisions rather than acting out of fear. Join our webinar to hear Orion’s Chief Investment Strategist, Rusty Vanneman, discuss the election outcome’s predicted effect on the market, as well as to learn actionable strategies for communicating effectively with your clients during these volatile times.

Event Description: Now more than ever, investors have questions when it comes to their financial futures in these uncertain times. Add in more and more “free” advice offerings from the mega-online players, and the need to differentiate your services is becoming paramount. The good news is that with the latest financial planning technology, advisors are able to engage with clients in real-time, through digital and video channels, transforming the client relationship. Dial into this panel of financial planning practitioners who share how they are building and implementing financial plans, enhancing client relationships, gathering incremental assets, and driving new revenues in an unprecedented time of demand for professional financial planning.