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.
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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: 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.
Event Description: Get the most out of your Orion tech by learning about our latest build! In this webinar, our Product Managers will demo and explain the latest enhancements made to the Orion platform. Use this opportunity to get your questions answered directly by the Product teams.
Event Description: With an increased demand for alternative investments, many financial advisors are looking for new ways to harness the power of these assets to enhance returns, supplement income, and diversify risk. Orion’s new integration with CAIS, a leading alternative investment platform with a broad selection of alternative investments and structured solutions, empowers our advisors with strategies that allow them to seek to capitalize on new opportunities and withstand ever-changing markets. Join this webinar to hear more about our new integration, and learn how you can leverage alternative investments to win new business, strengthen your client relationships, and ultimately track progress towards each clients’ unique definition of financial success.
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: Welcome to the new Orion Dashboard, an interactive Homescreen! Watch this webinar to learn how you can customize the dashboard to fit your workflows and business needs. We’ll walk through a tour of the dashboard, and discuss the various features, filters, and settings that are available.
Event Description: During this webinar, Gabe Hathorn, Sr Regional Business Consultant, will introduce you to Symmetry Partners and the Symmetry Panoramic models offered at Orion Portfolio Solutions. Hathorn specifically reviews Symmetry’s approach to Factor Investing and its three core strengths of strategic core pairing, tax-management, and long-term accumulation. He also reviews other strategists on the Orion platform to consider as pairs when utilizing the Symmetry models.
Event Description: Get the inside scoop on our software release items from our latest build! Hear directly from Orion’s Product Managers as they give live demonstrations of all the latest enhancements to Orion in the month of November. Plus, use the chat functionality to ask any question you may have and our team will answer directly.On Demand