Event Description: Experience your brand new tech platform from every angle during this two-day training event. Detailed demos of our powerful solutions, practice management tips from Orion experts, and powerful thought leadership insights are designed to help you hit the ground running with all the tools, resources, and services now available to you.
On Demand Events
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- Advisor Experience
- Client Experience
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- Financial Planning
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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: As a financial professional, it’s easy to get lost in our crowded industry. In order to set yourself apart from your competition, you need to offer a unique level of service. Luckily for you, Orion offers the customized, evolving, and cutting-edge solutions you need to differentiate your firm and grow your business. At Orion, we constantly adapt our services and solutions based on your needs and feedback. Join Orion experts Sean Hollingshead and Ashley Heinzman for a tour of Orion’s latest innovations and capabilities, designed to help you offer the kind of incredible client service that sets your firm apart: 1. Cutting-edge user interface 2. Easy-to-use Client Portal 3. Efficient Mobile app 4. Enhanced Trading function. Whether you’re an experienced Orion user or brand new to our offerings, this valuable webinar will arm you with the tools you need to stand out in the crowd, strengthen your client relationships, and offer an unbeatable level of service. *Live attendance is eligible for 1 CFP Board CE credit. Please refer to CFP guidelines.
Event Description: As we enter the second quarter of 2021, take the opportunity to connect with our product teams about the latest enhancements coming to the Orion Advisor Tech platform. Our product managers will be on deck to share demos of the new updates and answer your questions. May and June product release webinars are also available at registration!
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
Event Description: You’ve processed your fee file at the custodian, now what? It’s time to track your receivables and process payments to your Reps! Join the last part of our Quarter End Webinar Series to learn more about the Post Payments app, and how to run Advisory Fee Reports in the Payout Dashboard.
Event Description: As you prepare for quarter end, are you ready to run your bills and statements—quickly? We’ve got you covered! Join the second part of our Quarter End Webinar Series where we’ll walk you through how to complete your Quarter End Dashboard, run live bills, review your billing audit files, and run batch statements!On Demand
Events Description: Orion’s product team will be on deck to explain and demo the software updates being released this month. Take advantage of this time to get your questions and comments addressed by our team!On Demand
Event Description: Don’t waste time stressing about how to prep for quarter end! Watch Part 1 of our Quarter End Webinar Series where we’ll walk through the process of auditing your billing information and running a forecast bill. We’ll also show you how to kick off your Quarter End Dashboard so you’re fully prepared for a successful quarter end.On Demand
Event Description: Not all trading and rebalancing platforms are built the same. Does yours provide you with tax-efficient, automated features to positively impact your clients’ portfolios and your back-office operations? Now, the stars have aligned—take a look at Eclipse, Orion’s next-generation trading, and rebalancing platform. Eclipse trading constantly monitors portfolios to offer smart and timely rebalancing and tax-loss harvesting suggestions. Scale your trading processes with household-level rebalancing, multi-level modeling, and tax-Intelligent trading while giving clients an experience that’s out of this world. Join Orion’s trading experts LIVE from Mission Control to learn how Eclipse can take your firm light years ahead of the competition.
Event Description: With more new and automated players entering the wealth management space every day, it’s becoming increasingly difficult for advisors to stand out. But financial planning can actually be the key to setting your firm apart. During this webinar, Brandon Marcott, CFP® will not only explore the importance of financial planning and how it can help your firm grow, but also provide some valuable action steps your firm can take to use financial planning as a powerful differentiator. Join us to find out how financial planning can help you distinguish your unique value proposition and disrupt a noisy, crowded marketplace.