Event Description: Creating users is very important, especially if you want them to have access to Orion. Join us for an overview of how to create Advisor, Representative and Client level users in the Manage Users App.
On Demand Events
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- Advisor Experience
- Client Experience
- Data Services
- Financial Planning
- Investment Management
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: Welcome new users to Orion! Join us to learn the different milestones a firm will encounter when going through the onboarding process. We’ll discuss who a firm works with, data feed setups, database audits, historical conversion, introduction to the Subject Matter Expert Teams, and more!
Event Description: Are your clients worried about identity theft? Learn about Orion’s integration with Experian to help provide your clients peace of mind. We will review why identity theft monitoring is so important, the features of the integration, and how you can set it up for your clients.
Event Description: Let us show you how to best review performance numbers across your database right before quarter end. You won’t want to miss this important part of the suggested auditing needed prior to quarter end!On Demand
Event Description: Join us to gain a better understanding of the Household Portfolio Level. We will review various Household features including Household Members, Notes and Documents, Portfolio Groups, and Reporting Only Accounts.On Demand
Event Description: Are you interested in having your assets classified under the Global Industry Classification Standard? If so, look no further than our upcoming GICS webinar. We’ll provide a brief comparison of the GICS and Morningstar sector classifications. We’ll also show you the fastest and easiest way to set up the GICS classifications on your assets.
Event Description: Does your firm need ideas on how to enhance and personalize your Client’s experience? Orion has great tools available to help you accomplish this. During this webinar learn more about Orion’s Mobile App, Notifications App, and the newly added Event Based Notifications App.On Demand
Event Description: Do you want to learn the different options for charging Financial Planning Fees in Orion? Or, maybe you would like a refresher? During this webinar, we will discuss how to set up a Financial Planning Fee, how to run the bills in Orion, and much more!On Demand