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On Demand Events

On Demand Events

Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.

The Solution That Scales: Orion Technology Demo and Q&A

Event Description: Join us for a 30-minute overview of Orion Advisor Technology, and chat with our team to get your questions answered. 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.

On Demand

Start Creating Unforgettable Client Experiences

Event Description: As investors’ demands continuously evolve, now is the perfect time to upgrade your client portal technology and allow clients to efficiently track their complete financial picture. Join Brian Morgan, Director, Product Management, and Josh Benson, VP, Business Development, to learn how to make the client portal the center of your clients’ digital experience through the use of a sleek platform alongside client-first tools and integrations. You’ll also get an exclusive look at new enhancements that are available in the award-winning Orion Client Portal to help provide a smoother financial management journey.

On Demand

Eliminate the Headache of Quarter End Processing

Event Description: We understand the obstacles and headaches that you endure four times a year with quarter-end processing – which is why we are showing you in less than 15 minutes how you can eliminate those hurdles. Join Orion’s Josh Benson, VP of Business Development, and Andree Mohr, Chief Implementation Officer at Integrated Partners, to hear how you can streamline quarter-end and get back to doing what you love most.

On Demand

Manage Your Alternative Assets with Ease

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

Focus Financial Partners Conference

Event Description:  Orion Advisor Solutions will be attending the Focus Financial Partners conference in Las Vegas as a sponsor and content contributor. Orion CEO, Eric Clarke, along with SVP of Consulting and Implementation, Greg Menefee will be speaking from the main stage on The Future of Client Experience and the Hottest Fintech Industry Trends. Randy Lambert and Joe Leybolt will also be sharing the Orion Roadmap during a breakout session on Friday, June 24th.

LPL Investment Symposium for Equitable Advisors

Event Description: Orion is proud to support and attend the LPL Investment Symposium in Nashville as both an exhibiting sponsor and content provider. The Investment Symposium is an elite event offered exclusively to the most successful Equitable Advisors’ financial professionals achieving outstanding LPL Financial advisory sales in 2021.

Wealth Management EDGE, WealthStack 2022, RIA Edge & Inside ETFs

Event Description:

Orion Advisor Solutions is heading to the Wealth Management EDGE conference! Our team is proud to participate in this multi-event conference as both an exhibiting sponsor and content provider. Find our leaders on stage throughout the week during the following sessions:

Wednesday, June 1

9:45am Eric Clarke, CEO, Orion – “The Future of Wealth Management: How Investment, Fintech and RIA Channels are Converging to Change the Future of Advice” 

10:35am Joel Hurst, SVP Regional Sales, Orion – Orion Demo on the Leading Edge stage

1:15pm Tim Holland, Chief Investment Officer, Orion – “Allocation Nation Panel: Winning Strategies for Any Portfolio” 

Thursday, June 2   

12:15pm Dr. Daniel Crosby, Chief Behavioral Officer, Orion – “Psychology and WealthTech: The New Frontier of Fiduciary Advice”

Friday, June 3 

9:40am Ryan Donovan, SVP Regional Sales, Orion – “The Convergence of WealthTech & Investment Management: The New “Efficient Frontier”  

Say Goodbye to Stale Data with Orion & Amazon Redshift

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.

On Demand

Beacon Operational Excellence Roundtable

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

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