Event Description: Let’s round out 2021 Q2 with the latest details on this month’s tech build! Understand what updates were made to the Orion Advisor Tech platform and how to leverage them in your business. You can also take advantage of the opportunity to ask our product team any questions about the updates. April and May product release webinars are also available at registration!
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: We’ve got another round of exciting platform updates coming at you! Join us for an action-packed half-hour of demos, questions, and learning. April and June product release webinars are also available at registration!
Event Description: Orion advisors now have access to a value-added service that allows them to trade and manage held-away client assets through our new partner, FeeX. The new data feed is the first-of-its-kind integration allowing advisors to shift from simply making suggestions to truly managing and trading held-away accounts. Learn how you can use the new integration to obtain a 360 view of all client assets, and take quick action when needed. Join Eddie Sempek, Orion’s SVP of Strategic Relationships, and Dave Goldman, FeeX’s Vice President of Business Development, for an overview of the new value-added service and benefits now available to advisors in the Orion Client Portal.
Event Description: As we enter the second quarter of 2021, take the opportunity to connect with our product teams about the latest enhancements coming to the Orion Advisor Tech platform. Our product managers will be on deck to share demos of the new updates and answer your questions. May and June product release webinars are also available at registration!
Event Description: Take a deep dive into our brand new partnership with HiddenLevers! Join Orion’s CEO Eric Clarke, along with HiddenLevers’ co-founders Raj Udeshi and Praveen Ghanta, to find out how we’re integrating HiddenLevers’ powerful risk analytics capabilities with our best-in-class suite of advisor tech.
Event Description: Join Eddie Sempek, SVP Strategic Relationships at Orion and Christina Townsend, Head of Relationship Management, Platform Strategy & Consulting with BNY Mellon | Pershing as they discuss the exciting new expansion of the Orion + BNY Mellon | Pershing integration. Get a glimpse into the new collaboration and how integration between these two powerful platforms can help you gain greater efficiency and focus more time delivering even greater value to clients. You’ll learn more about valuable features including 1) Bi-directional single-sign-on that allows for seamless navigation between NetX360® and Orion Connect. 2) Easier access to key account information and specific account records like balances and positions with key workflows. 3) Streamlined views for both advisors and investors to access Pershing documents such as statements and confirms directly within Orion’s Client Portal.
Event Description: The industry’s latest game-changer is here. With the announcement of their joint venture, Orion and Focus Client Solutions (FCS) are set to transform the independent advisor’s ability to compete with banks and wirehouses for new business. Adding FCS’ lending and cash management solutions to Orion’s comprehensive platform places advisors in a powerful position to act as a centralized provider for their clients’ financial management experience, increasing client retention and arming them with the tools they need to attract and serve ultra high-net-worth and high-net-worth investors. Join Jason Moore, Orion’s Chief Solutions Officer, and Steven Canup, Managing Director at Focus Financial, for a deep dive into this powerful new partnership, its robust integration points, and the ultimate end-to-end journey it will create for both advisors and clients upon its full release in the summer of 2021.
Event Description: Join Orion’s product team to learn about the updates being made in the February software release. See the updates in action and take advantage of the opportunity to get your questions answered by our product team.
Events Description: Register to be among the first to hear about the Orion Advisor Tech product updates made so far in 2021! Our product managers will be on deck to demo the updates and answer your questions.
Event Description: As Orion continues its mission of offering the most user-friendly and cutting-edge technology available, we take a look back at recent improvements to our reporting tool—and a special preview of what’s to come. Orion’s tech is constantly evolving—and our Reporting tool is no exception. We’ll journey down the 2021 road map, and look at expected upgrades including: Dynamic Sub-Reports, Tag Specific Filtering, ESG Reporting, Enhanced Reporting, Integrations, and more! Join Jason Genthe, Product Manager, for a quick review of the exciting enhancements we made in 2020 and a sneak peek of what to expect in 2021.