Event Description: Join our Financial Planning team as they go through the enhancements made in 2020, and share some ways firms are putting these enhancements into action. We may even tease some 2021 roadmap items that you won’t want to miss!On Demand
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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: 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: Never before has the industry seen such ups and downs in the market, with daily volatility making the investment landscape ever more challenging to navigate. At the same time, these volatile markets create tremendous opportunities for advisors to showcase their services and business model by leveraging award-winning rebalancing and trading technology, accessing critical research, and tapping into top institutional investment managers to provide firms with a powerful investment management marketing message. Particularly as the online goliaths continue to expand and rollout “free” investing options, now is the time for advisors to up their investing games. Check out leading advice, strategies, and approaches from our panel of advisor investing experts in this “can’t miss” discussion.
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: InvestmentNews honors icons and innovators who have shaped and transformed the financial advice profession. During this event, InvestmentNews spotlights 18 of the most innovative firms changing the way advice is created, delivered, and used by clients today. Orion Advisor Solutions is proud to be a finalist in the category of Advisor Fintech, Large Firms.
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: 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
Event Description: Over the past year, we’ve seen a rapid acceleration in the adoption of advisor technology—a trend that shows no sign of slowing down. The COVID-19 pandemic, coupled with already-increasing client expectations, has led advisors to demand greater technological sophistication, not just from individual solutions, but from the way they work together. Join a panel of industry experts to learn more about the trajectory of advisor technology and how their firms are exploring new strategies for future innovation.
Event Description: It’s difficult to remember an election in recent history that has caused so much division, hostility, and unrest across our country as a whole—and the impact on our industry, perceived or legitimate, has likely drummed up panic and confusion in your clients. Now is your opportunity to be their certainty. Proactive, thoughtful communication from you, their advisor, will help create a sense of calm and peace of mind—which is critical for making composed investment decisions rather than acting out of fear. Join our webinar to hear Orion’s Chief Investment Strategist, Rusty Vanneman, discuss the election outcome’s predicted effect on the market, as well as to learn actionable strategies for communicating effectively with your clients during these volatile times.