On Demand Events

Event Description: The key to success has always been a focus on the client experience in wealth management. Accordingly, top advisors are leveraging technology to ensure that their clients are well informed and up to date on all aspects of their financial situation. In order to deliver on this service promise while scaling and profiting from a personalized focus during social distancing times, leading firms are leveraging communication technology to provide clients with access to an aggregated view of their finances through all devices, with a focus on mobile and video. Clients are able to achieve their goals and advisors are able to achieve growth, success and a competitive advantage. Hear from top advisors on how they are achieving for their clients and their businesses in this capstone session in our webcast series.

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Director of Research Kostya Etus, CFA, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, we’ll look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. We’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including new strategists added in November.

Event Description: Join our Financial Planning team as they go through the enhancements made in 2020, and share some ways firms are putting these enhancements into action. We may even tease some 2021 roadmap items that you won’t want to miss!

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 dashboard, run live bills, and invoices and review your billing audit files!

Event Description: Get the most out of your Orion tech by learning about our latest build! In this webinar, our Product Managers will demo and explain the latest enhancements made to the Orion platform. Use this opportunity to get your questions answered directly by the Product teams.

Event Description: AAMA has been an investment strategist partner with Orion since 2003. Learn more about their robust model lineup available in Orion Portfolio Solutions and investment philosophy built on the four cornerstones of understanding client expectations, an independent advice model, disciplined valuation processes, and confident execution. Presenting is Robert Baker, the firm’s founder and president.

Event Description: Close your eyes and picture a stool. Price, the Federal Reserve, fiscal policy, and COVID-19 are the four legs, equally holding the collective weight of what’s on investors’ minds. Orion Portfolio Solutions Regional Vice President, Mark Soukup and Main Management Regional Vice President, Wayne Seaman will host a “Lunch and learn,” featuring Main Management Portfolio Manager, Kim D. Arthur, who will present “Four legs of the stool.” Mr. Arthur will discuss how Price, the Federal Reserve, fiscal policy, and the ongoing COVID-19 pandemic influence our economic outlook. Enjoy lunch on us and learn more about the current economic and monetary environment. After the presentation, you will be able to have better conversations with your clients, answer their questions, and guide them toward their goals in 2021.

Event Description: Feeling stressed about the upcoming quarter end? We’ve got you covered! Join the first of our three-part Quarter End webinar series where we’ll cover best practices for auditing data, running a forecast bill, and how to leverage your Orion Quarter End Dashboard!

Event Description: With an increased demand for alternative investments, many financial advisors are looking for new ways to harness the power of these assets to enhance returns, supplement income, and diversify risk. Orion’s new integration with CAIS, a leading alternative investment platform with a broad selection of alternative investments and structured solutions, empowers our advisors with strategies that allow them to seek to capitalize on new opportunities and withstand ever-changing markets. Join this webinar to hear more about our new integration, and learn how you can leverage alternative investments to win new business, strengthen your client relationships, and ultimately track progress towards each clients’ unique definition of financial success.

Event Description: There’s never been a better time to join the Orion Advisor Tech platform, and this virtual two-day event for new advisors will showcase our entire suite of solutions via in-depth training and detailed demos. Attendees will have the chance to try out the brand new Orion Connect dashboard experience, take a closer look at streamlined updates to our trading platform, and learn about tangible ways to use our tools to improve the client experience. Contact your Onboarding Consultant to learn more!