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 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: 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.
Event Description: Join us for a 30-minute overview of Orion Advisor Technology, followed by a live Q&A segment. 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.
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.
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”
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.
Event Description: Orion is proud to be a supporter of the T3 Advisor Conference. Join us Live from the Orion Tech Lab for an Orion Advisor Technology Demo and Q&A session.
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
Event Description: Performance reporting is never going to be one-size-fits-all. Your clients have varying levels of knowledge, differing priorities, different time spans, and different methods for absorbing numbers and information. One client might just want to know if they made money this past year or not, and doesn’t want to know anything else. Meanwhile, your know-it-all numbers-whiz client may want to know the Sharpe ratio for each of their sleeves. During this webinar we will go through a few different personas of investors you have likely encountered as a financial advisor. Our Head of Product, Adam Palmer, will pull together custom reports for each of these personas via Orion’s Reporting tool, and talk about the elements of the report that will be important to each person. He will also provide pointers for understanding the reporting wants and needs of your clients upfront so that when you meet with them to talk performance, you’ll have everything you need to delight and inform your clients.
Event Description: Orion is excited to sponsor and attend the 2022 Barron’s Advisor Independent Summit in Louisville, KY. This invitation-only event is a gathering of self-made leaders who have earned a distinct place within the financial services industry. This curated experience has become one of the premier annual events for top ranked independent advisors, with content designed to highlight the best practices and specific needs of independent financial professionals.