Event Description: Alternative investments are a great way to diversify a portfolio and mitigate market volatility, but they are also held outside of the traditional investment structure and can be a challenge for advisors to track and maintain. This is why we created the Orion Alternative Investment Platform (AIP), which allows advisors to provide all-in-one statements and reviews for their clients by maintaining alternative investment data in concert with publicly traded investments. Sign up to see a demo of this platform and see how you can leverage it to create efficiencies for your firm. We will also cover how you can outsource your alternative asset maintenance to Orion, and why that might be a great option considering rising labor costs in today’s world.
On Demand Events
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On Demand Events
Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.
Event Description: Orion is excited to support the FA Magazine Invest in Women conference as both an exhibiting sponsor and content provider. Our team will be on site to meet with conference attendees throughout the conference, and Lara Coviello, Vice President, Senior Portfolio Manager, Brinker Capital Investments will be participating on the event’s Behavioral Finance panel discussion on June 22.
Event Description: Join us for a 30-minute overview of Orion Advisor Technology, followed by a live Q&A segment. 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: Orion Advisor Solutions is excited to participate in the DACFP VISION conference as both an exhibiting sponsor and panelist thought leader. Grant Engelbart, Senior Portfolio Manager with Orion, will join the panel “Allocating to Digital Assets with a Crypto SMA” on June 9th. DACFP’s VISION conference is geared toward financial professionals, providing core information advisors need about the blockchain and digital assets.
Event Description: Does stale data, manual work, and multiple Excel spreadsheets sound familiar to you, and how you handle your firm’s data? You’re not alone. Many firms struggle to manage their data efficiently, which is why Orion is now working with Amazon Redshift so you can manage your data via the cloud. During this webinar, Orion’s Adam Palmer will talk with two Orion clients about their utilization of the cloud and how it has affected their business. Adam will also share some information on Amazon Redshift, including the benefits and how to get it set up.
Event Description: Orion is proud to be a supporter of the T3 Advisor Conference. Join us Live from the Orion Tech Lab for an Orion Advisor Technology Demo and Q&A session.
Event Description: Orion is proud to support Cambridge Signature Club as an exhibiting sponsor.
Event Description: Orion is a proud sponsor of Equitable’s 2022 National Leaders Forum and will be participating as both an exhibitor and content provider. Tim Holland, Chief Investment Officer, is on the agenda to give a timely and insightful “Economic and Political Update” on Tuesday, April 26th.
Event Description: Orion is excited to participate in the 2022 Beacon Operational Excellence Roundtable April 20–22. This event is an invitation-only gathering of friends of Beacon Strategies, LLC for case study discussions and community Q&A sessions. In attendance from Orion will be Todd Bertucci, SVP Enterprise Sales and George Svagara, SVP Regional Sales
Event Description: Orion is proud to be an exhibiting sponsor at SIFMA’s 2022 Compliance & Legal Seminar – where compliance and legal professionals from across the financial services industry come together. Our team is eager to participate in this event and connect with attendees who will have access to insightful conversations with financial services leaders and regulators, valuable professional development opportunities, meaningful networking, and timely and topical discussions from some of the industry’s foremost solution providers.