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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.

Orion Portfolio Solutions’ New Advisor Portal Live Webinar: Account Trading Functions and Model Maintenance Q&A

Event Description: Orion Portfolio Solutions’ new and reimagined platform helps you facilitate your entire wealth management process right from one cohesive experience – helping you navigate each day with ease. Join our experts for a live Q&A event focused on a summary of key trading functions and answers to all your questions about placing buy/sell trade orders, performing Household-level rebalancing and trade order reviews, as well as, how to conduct model and sleeve maintenance, assigning new models and add or edit overlays. Submit your questions when you register or bring them with you to the event.

On Demand

SEC Exam Priorities: What to Know, How to Prepare, the Tech You Need

Event Description: Compliance is not an annual one-and-done reporting activity, as we’re reminded each year with the release of SEC Exam Priorities, which indicates the areas that Compliance Officers should direct their energies during the year. SEC enforcement actions against firms increased by 7% in 2021, so advisor firms need to stay abreast to mitigate their risk with the ever-evolving regulatory requirements. During this webinar, Orion’s CCO Brian Ferko flags the hot topics from the exam priorities and how to prepare, and Carlos Guillen, SVP of Tech Products, shares how the game-changing BasisCode compliance Platform enables advisors to stay ahead of regulatory inquiries.

On Demand

Orion Portfolio Solutions’ New Advisor Portal Live Webinar: Portfolio View, Proposal Tool and New Account Q&A

Event Description: Orion Portfolio Solutions’ new and reimagined platform helps you facilitate your entire wealth management process right from one cohesive experience – helping you navigate each day with ease. Join our experts for a live Q&A event focused on a summary of key features and answers to all of your questions about the Portfolio View dashboard, the streamlined process of generating an investment proposal, and opening a new account. Submit your questions when you register or bring them with you to the event.

On Demand

After-Tax Performance & Benchmarking

Event Description: Have you or your clients ever wondered what impact their taxes may have on their performance returns? With the release of Orion’s new after-tax benchmarking functionality, you have the power to present after-tax performance returns, create accurate comparisons to those returns, and help your clients achieve greater tax efficiencies! Watch this webinar to learn more about this exciting feature and how it brings added value to you and your clients.

On Demand

YCharts + Orion: Leveraging the NEW Integration for Portfolio Construction & Analysis

Event Description: Join YCharts and Orion’s Ben Frantz, VP of Business Development, where they will review 1) How to seamlessly import portfolio data from Orion into YCharts 2) Popular workflows for building and analyzing portfolios in both YCharts and Orion, and 3) Tools and features to elevate your proposal generation, client communication, and more!

On Demand