On Demand Events

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 October. Plus, use the chat functionality to ask any question you may have and our team will answer directly.

Event Description: In today’s environment, traditional marketing methods such as in-person seminars, client functions, networking at community events, and center of influence lunches/dinners are just not feasible at a social distance. Which means digital marketing becomes primary as a way to continue to fill your sales pipeline with qualified leads. Learn new approaches, methodologies, and ways to deploy automated marketing through digital channels, social media, content distribution, video communications, and more from our panel of advisor marketing pros.

Event Description: We’re rounding out National Financial Planning Month with a special edition of our monthly Market*r webinar. On October 28^th at 1 PM CT, join Brian Morgan, Orion’s Director of Product, Financial Planning, for an open dialogue about the significance of financial planning, best practice tips for implementing it at your firm, and ways to promote its value to your clients. To make this a truly interactive experience, we’re inviting you to submit any questions you may have upon registration, to be addressed during the webinar. We look forward to celebrating National Financial Planning Month with you!

Event Description: If you’ve been thinking about exploring REITs, don’t miss this informative session with Matthew Werner, CFA and Managing Director at Chilton Capital Management! During the webinar, Werner offers valuable insight about why public REITs are the best vehicle to access commercial real estate and highlights Chilton’s competitive advantage in the commercial real estate space.

Event Description: If you are looking to take the management of your client’s assets to new levels, then it is time to join Jim Joyce, Regional Vice President, and…Get to Know Orion Portfolio Solutions! Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support. We are one of the largest and among the fastest-growing turnkey asset management programs in the industry.  Why not take 30 minutes and find out more? Jim will be offering four sessions and each session will have a guest presenter from our curated list of managers.  Click below to register for this session or other dates and times!

Event Description: Jeff Raupp, CFA, Chief Investment Officer, Tim Holland, CFA, Global Investment Strategist, and Dr. Daniel Crosby, Chief Behavioral Officer, will discuss our economic outlook and portfolio positioning, investor behavior and emotion during times of uncertainty, and what to pay attention to as we near Election Day.

Event Description: Join Rusty Vanneman, Orion’s Chief Investment Strategist, along with Chris Romano, Director of Investment Technology and Solutions, and Horacio Carias, to learn how you can leverage Orion’s SMA optimizer, ASTRO, to create economic value during times of market uncertainty.

Event Description: Saratoga Research and Investment Management (SaratogaRIM), a strategist on Orion Communities, takes a unique, four-level approach to the Investment Process that includes Quantitative Analysis, Qualitative Analysis, Valuation Analysis, and Portfolio Construction. Join Director of Investor Relations Mark McClenahan and Portfolio Manager Matt Casas for a detailed look at each step in their process, which is designed to beat the benchmark over whole market cycles and has historically resulted in above-average long-term investment returns with less volatility and systematic risk. McClenahan and Casas close with a review of the market, along with a look ahead at what to expect next year from a valuation perspective.

Event Description: In today’s “new normal,” it’s more important than ever to stay relevant and connected. Many advisors have turned to virtual seminars and webinars to continue engaging their clients and prospects. To give our advisors the tools they need to do the same, we’ve created a dynamic solution that will help you promote your event, pass information along to your registrants, generate helpful takeaway items, and most importantly, follow up with your attendees after the event. Find out how you can take advantage of Orion’s latest marketing technology, Market*r, to develop more powerful connections with your clients and prospects.

Event Description: We all try to prevent having to make corrections to bills, but occasionally a bill might need some revisions. Join this webinar to learn how to recalculate bills prior to creating fee files, and after fee files have been created. We will also discuss best practices, and how to thoroughly audit your data to prevent recalculations.