On Demand Events

Event Description: Want unprecedented access to leading third-party strategists—along with the ability to retain full trading discretion—but aren’t sure where to start? This Ask-Us-Anything guide to Orion Communities addresses the most popular questions we receive about our model marketplace. Find out how to access the platform, pass strategist fees on to clients, align strategist models with client goals, and more. And if your question isn’t on the list, we’ll have plenty of time for a live Q&A at the end.

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Director of Research Kostya Etus, CFA, for this month’s illustration of performance, flows and positioning on the Orion Portfolio Solutions platform. During the presentation, we’ll look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. We’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including new strategists added in December.

Events Description: Register to be among the first to hear about the Orion Advisor Tech product updates made so far in 2021! Our product managers will be on deck to demo the updates and answer your questions.

Event Description: Join CEO and CIO Kim Arthur for an inside look at the services and support that Main Management offers for advisors who partner with us. Learn more about our core team and values, portfolio approach, and how to leverage our research materials to help your clients reach their goals.

Event Description: As Orion continues its mission of offering the most user-friendly and cutting-edge technology available, we take a look back at recent improvements to our reporting tool—and a special preview of what’s to come. Orion’s tech is constantly evolving—and our Reporting tool is no exception. We’ll journey down the 2021 road map, and look at expected upgrades including: Dynamic Sub-Reports, Tag Specific Filtering, ESG Reporting, Enhanced Reporting, Integrations, and more! Join Jason Genthe, Product Manager, for a quick review of the exciting enhancements we made in 2020 and a sneak peek of what to expect in 2021.

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.

Event Description: Forget everything you think you know about human behavior—and join Dr. Daniel Crosby, Orion’s Chief Behavioral Officer, for an epic challenge: Making 2021 the best year of your life. Chances are, you’ve already given up on your New Year’s resolution. During this powerful presentation, you’ll find out why—along with the reasons most goals are doomed to fail. Dr. Crosby explores the important difference between distant vs. daily focus, illustrates how to shift your mindset from outcome obsessed to purpose-driven, and offers actionable tips for creating the right environment for success. Behavioral change is a daily journey, not a destination. Take the first step by registering now for this valuable session!

Event Description: For many marketers, 2020 has been a year full of curveballs, missteps, and not-so-nice surprises. Luckily though, there was plenty of opportunity to evolve and explore new strategies. That’s why, as we head into 2021, creating an effective marketing plan that incorporates the many different changes brought on by 2020 will be critical to your future success. Join Orion’s very own CMO, Kelly Waltrich as she covers the steps toward building a marketing plan that gets your year started off on the right foot, using some of her own real-world experiences to illustrate her points. After all, with over 15 years of experience managing the marketing efforts of both Fintech firms and financial advisors, Kelly has learned a thing or two about effective marketing strategies.

Event Description: Polen Capital is passionate about growth and preservation too. Their focus is to invest in the most sustainable businesses worldwide using a business owner’s mindset and applying a time-tested process of research and analysis. Learn about the strategies available in the Orion Portfolio Solutions platform from Taneka Lawrence, CFA, and Senior Relationship Manager for National Accounts at Polen Capital.

Event Description: The key to success has always been a focus on the client experience in wealth management. Accordingly, top advisors are leveraging technology to ensure that their clients are well informed and up to date on all aspects of their financial situation. In order to deliver on this service promise while scaling and profiting from a personalized focus during social distancing times, leading firms are leveraging communication technology to provide clients with access to an aggregated view of their finances through all devices, with a focus on mobile and video. Clients are able to achieve their goals and advisors are able to achieve growth, success and a competitive advantage. Hear from top advisors on how they are achieving for their clients and their businesses in this capstone session in our webcast series.