On Demand Events

Event Description: Kick off the new year by joining our product team to learn about the software updates being released in January. Take advantage of the opportunity to ask the product team your questions!

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: Be among the first to see what updates are coming to the Orion platform in December. Our product team will demo the updates and be available for any questions.

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: Our product team will be on deck to share the latest updates made to our reporting tool, trading tool, financial planning tool, and others! Get a demo of the updates and ask the product team any questions you have about the products.

Event Description: Advisors can now connect MoneyGuide’s financial plans with Orion’s Client Portal investment performance data to better understand how their proposed strategies affect their clients’ estate planning strategies. During this live event, hosted by MoneyGuide, you will uncover how their integration with Orion’s Client Portal makes it easier to go from plan to portfolio implementation. Plus, MoneyGuide unveils their newest solution, Wealth Studios,  and demonstrates its advanced estate planning strategies which addresses client cash flow questions prior to retirement, and models dynamic net worth over time.

Event Description: Kick off Q4 by joining our product team to learn about the software updates being released in October. Take advantage of the opportunity to ask the product team your questions!