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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.

Recalculating and Troubleshooting Live Bills

Event Description: We understand that having to correct a client’s bill is not always preventable. During this webinar, we’ll review the different updates that will be captured when a bill is recalculated, how to recalculate a fee while you are mid-bill run, and how to recalculate a bill after you’ve already collected the fee from the custodian.

On Demand

Orion and HiddenLevers Define the Future of the Client Experience

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.

On Demand

An Integration Designed With Seamless Navigation to Boost Advisor Productivity

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.

On Demand

The Financial Advisor Lifecycle, Part 1: Rookie of the Year

Event Description: We often speak of the client lifecycle, but what about the stages of being a financial advisor? Just like a young rookie trains differently than a Hall of Fame veteran, an advisor in the early stage of their practice has vastly different needs than one who has been established for years. For the first time, we will take an in-depth look at the technology, best practices, and helpful hints for advisors in every phase of their careers. The first installment of our triple-play will focus on advisors new to the industry and its technology. At Orion, we call it Launch, and this crucial stage covers licensing, joining or starting a firm, choosing the appropriate technology, acquiring clients, and understanding the industry. Join us as various Orion experts and advisors just like you share stories and offer life lessons they have learned through the years. With plenty of professional insights and actionable advice, this webinar will be a grand slam for advisors in any career stage.

On Demand

Do This, Not That: How to Win More High Net Worth Business

Event Description: Every advisor understands the draw of high net-worth investors, but not everyone knows how to create a marketing plan for them. In this webinar, we discuss proven methods of marketing to this desirable target market backed by research and informed by the experiences of the many advisors who use Orion’s new Market*r tool. Topics Include 1) Creating a High Net-Worth Marketing Plan 2) Tactics worth using 3) Tactics NOT worth using.

On Demand

The Orion Client Portal: How It Started & How It’s Going

Event Description: It’s been just over 6 months since we launched the new Orion Client Portal – a single portal through which clients can access all the insights, tools, and interactions they need to run their financial lives. And it’s been a busy 6 months. We’ve added some hot new features to help make your client experience even better, including the newsfeed, new payment options, more ways to customize the views and data, and much more. Plus, we’ve got some BIG releases on the horizon, including the Client Portal mobile app, which is the first white-labeled app for advisors. Join us as we demo the Client Portal and these new features, and see how you can step up your client experience game with the Orion Client Portal.

On Demand

Join BlackRock and Orion for an Introduction to Megatrends

Event Description: Communities introduces a new thematic strategy designed to be the MEGA of megatrends: the Orion Portfolio Solutions Megatrends Model Portfolio. Position your clients to capitalize on several different and significant areas of influence shaping the future of our global economy and society – all in one investment solution. Deliver a megatrend ETF strategy with an added risk management overlay serving to align portfolio risk with the overall global equity market.

On Demand
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