On Demand Events

Event Description: Why is the Monte Carlo low when there are assets at the end of the plan? What is a good outcome? What is the best way to present results to clients? Brandon Marcott, CFP®, our Financial Planning Product Manager, will provide answers to these questions and more. Learn how you can use Monte Carlo simulations to build trust with your clients and establish your expertise as their financial advisor. You don’t need to be a stats pro or math whiz to make the most out of this intuitive tool. Brandon will cover the most commonly asked questions our financial planning team gets about Monte Carlo simulations, and share some best practices about how to get the most bang out of your simulation results.

Event Description: It’s been just over 6 months since we launched the new Orion Client Portal – a single portal through which clients can access all the insights, tools, and interactions they need to run their financial lives. And it’s been a busy 6 months. We’ve added some hot new features to help make your client experience even better, including the newsfeed, new payment options, more ways to customize the views and data, and much more. Plus, we’ve got some BIG releases on the horizon, including the Client Portal mobile app, which is the first white-labeled app for advisors. Join us as we demo the Client Portal and these new features, and see how you can step up your client experience game with the Orion Client Portal.

Event Description: This is a broad-based virtual event, including speakers from large custodian firm executives, to large RIA entrepreneurs, to wealth tech leaders, to trade journalists.

Event Description: With more new and automated players entering the wealth management space every day, it’s becoming increasingly difficult for advisors to stand out. But financial planning can actually be the key to setting your firm apart. During this webinar, Brandon Marcott, CFP® will not only explore the importance of financial planning and how it can help your firm grow, but also provide some valuable action steps your firm can take to use financial planning as a powerful differentiator. Join us to find out how financial planning can help you distinguish your unique value proposition and disrupt a noisy, crowded marketplace.

Event Description: Join our Financial Planning team as they go through the enhancements made in 2020, and share some ways firms are putting these enhancements into action. We may even tease some 2021 roadmap items that you won’t want to miss!

Event Description: Join us to review the latest development updates for Orion Planning and the new Client Portal. This includes enhancements to Business Sales, additional Distribution Strategies, changes to the Personal Information Page, Client Portal Newsfeed, and the ability to choose a Landing Page. We’ve also made the MoneyGuide Pro and eMoney integrations available within the portal!

Event Description: We’re rounding out National Financial Planning Month with a special edition of our monthly Market*r webinar. On October 28^th at 1 PM CT, join Brian Morgan, Orion’s Director of Product, Financial Planning, for an open dialogue about the significance of financial planning, best practice tips for implementing it at your firm, and ways to promote its value to your clients. To make this a truly interactive experience, we’re inviting you to submit any questions you may have upon registration, to be addressed during the webinar. We look forward to celebrating National Financial Planning Month with you!

Event Description: Join us to learn the basics of Orion Planning! You will gain a general understanding of how to sign on, connect household data/performance from Orion into the plan, and how to build out a retirement goal.

Event Description: Join us to learn the basics of Orion Planning! You will gain a general understanding of how to sign on, connect household data/performance from Orion into the plan, and how to build out a retirement goal.

Event Description: Join us to review the latest Orion Planning Portal enhancements, which includes the addition of Local Taxes and indicating dependents so the tool can factor in Child Tax Credit and Dependent Exemptions. Other enhancements that will be covered include adding outside activities to the User Activity page, Custom Brand Colors, Onboarding Households en masse, and the ability to Screen Share with prospects!