Event Description: Join us to review the latest Orion Planning Portal enhancements, which includes the addition of Local Taxes and indicating dependents so the tool can factor in Child Tax Credit and Dependent Exemptions. Other enhancements that will be covered include adding outside activities to the User Activity page, Custom Brand Colors, Onboarding Households en masse, and the ability to Screen Share with prospects!On Demand
On Demand Events
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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: Review the reporting onboarding process and the various reporting options that are available in Orion. We’ll also cover how to audit your reports for accuracy, and show you how you can create a unique client experience through your reports.On Demand
Event Description: When it comes to an online financial management experience, clients today have options. Too many options. There are portals to help them plan. Portals to track performance. To bank. To trade. To budget. To pay. The list goes on. But isn’t just one portal plenty? A single portal through which clients can access all the insights, tools, and interactions they need to run their financial lives. A portal that gives them every reason to log in and continue logging in, time and again.
Event Description: The Firm Profile app plays a crucial role in ensuring your firm is set up for success. Join us to learn the various features that live within this app, and how you can get started by updating your firm’s contact information, creating representatives, and creating management styles.On Demand
Event Description: An overview of setting up the Products and Prices app for ease of use. Learn how to prepare for a smooth Quarter End by establishing asset class allocations and complete fixed income.On Demand
Event Description: Join us to review the latest Orion Planning product updates. Most notably, come check out the new Preview Client Portal link, which is helpful when configuring the portal, contribution enhancements that help provide flexibility for monthly/annual contributions, and the ability to max out retirement account contributions.On Demand
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.
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!