On Demand Events

Event Description: To unlock efficiency and reach your full growth potential you need a framework that considers your clients through every step of their journey with you. See how you can leverage the fiduciary flywheel to drive success for your firm and results for your clients. As Orion has worked to acquire best-in-class tools such as Redtail CRM, BasisCode Compliance (now Orion Compliance), and others, we are now excited to share how we have brought these tools together for a seamless experience.

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.

Event Description: Quarter end processing can be a stressful time for you and your firm with strict deadlines, complex tasks, and a high risk of errors. Join Joe Badalucco, Senior Internal Sales Representative, as he explores the common pitfalls and challenges that you face during quarter end and provides practical strategies for avoiding them. He’ll also share an insider look at the Orion Quarter End Dashboard, one of our most popular solutions – designed specially to streamline your quarter-end and eliminate the hurdles.

Events Description: An effective compliance program requires constant monitoring – a daily, time-consuming task. What if your compliance software solution could automate monitoring and flag risks for review, so you could spend more time building your business? Client Oversight by Orion Compliance offers first-of-its-kind continuous monitoring of critical client-related pain points. With Client Oversight, you can streamline the detection and reporting of potential vulnerabilities with the following: 1) Pre-trade compliance. Check transactions allocated and update models against relevant policies such as restricted lists, leveraged ETFs, and escalation capabilities. Available via integration with Orion Eclipse. 2) Share Class Alerts (SCSD). Ongoing analysis determines if a cheaper mutual fund share class is available at the client’s custodian. Receive an alert when one is found. 3) Ownership Alerts (13D/G). Get notified when more than 5% of a public company’s shares are acquired by the firm. 4) Large Trader Alerts (13H). Learn when a transaction volume or amount equals or exceeds the rule’s established thresholds within a daily or monthly time frame. Kylee Beach, General Counsel at Orion Advisor Solutions, and Louis Giannini Director, Product – Compliance, detail how Client Oversight by Orion Compliance can automate manual compliance processes, reduce room for error, and free up your team to nurture your valuable client relationships that fuel growth.

Event Description: The client experience is one area that you can’t afford to skimp on. Your clients are at the center of everything you do, so it’s imperative that you have a Client Portal that meets their needs and expectations. As we see incredible growth rates of the Orion Client Portal, come and see what you are missing out on! Brian Morgan, CFP® and Josh Benson will provide a demo of the Orion Client Portal, including our advisors’ favorite features such as best-in-class integrations, performance reporting, and financial planning, and our newer features such as the mobile app, newsfeed, and automatically uploading custodian statements.

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.

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.

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.

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: 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.