On Demand Events

Event Description: Digital client experience tops the list of spending priorities for wealth management firms in 2023*, and with good reason. Client experience is a major predictor of business growth. Happy clients give your business staying power and great word of mouth. That means selecting the right TAMP is no longer just about ensuring your back office runs smoothly. Offering top-notch, convenient technology for your clients is key to growing your business. Please join Orion’s team of experts for a tour of a client experience like no other with personalized proposals, accessible tools within a custom branded portal, and a convenient mobile app as well as holistic financial planning – only available on Orion Portfolio Solutions. *Source: F2 Strategy

Event Description: One of the biggest challenges compliance officers face is their long list of disparate tasks. What if there was a way to streamline and automate processes to reduce risk and make your work easier? Compliance tech simplifies many essential compliance tasks, giving you and your team unparalleled visibility into procedures, statuses, and due dates. A centralized workspace gets everyone on the same page and helps ensure compliance excellence firm-wide. Ryan Stevenson, Associate Vice President of Business Development, at Orion Advisor Solutions, speaks with Brian Ferko, CCO of Brinker Capital, about how Orion Compliance has introduced greater ease, clarity, and control into his daily work.

Event Description: There is no question that 2022 was a difficult year for the market and in return, investors. From seeing the highest inflation rates in four decades, rapidly rising interest rates, to a fiercely divided political landscape, we dealt with a volatile market. Join Tim Holland, CFA, Orion’s Chief Investment Officer, as he shares insights on how we left 2022 and what we are watching for in 2023 including inflation, the yield curve, and the Fed. Dr. Daniel Crosby, Orion’s Chief Behavioral Officer, will then dive into how to use behavioral investing tendencies to stay on track when trying to achieve investment goals.

Event Description: High net-worth investors are estimated to have $19 trillion in investable assets¹ and own 43% of total investable assets² in the U.S. To tap into that opportunity and reach those clients, you need a solution that delivers an exclusive wealth experience that’s personalized to meet their needs. Brinker Capital Wealth Advisory enables you to offer high-net-worth investors: 1) Tailored investment experiences to help clients grow, manage and preserve their wealth 2) An exclusive suite of vetted partner services to meet their specialized needs 3)Personalized, white-glove service through a team of wealth experts that includes dedicated client portfolio managers Join Thomas K.R. Wilson, CFA, along with Ryan LeStrange, Divisional Vice President, to learn how you can capture high-net-worth opportunities with Brinker Capital Wealth Advisory on Orion Portfolio Solutions.¹ “Winning in the high-net-worth segment in US wealth management”, McKinsey & Company, August 2020.² “The Cerulli Report – U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020”, Cerruli Research, December 2020.

Event Description: If you’re having trouble with getting an integrated tech stack and it’s causing you frustration, workarounds, and manual data entry, then this webinar is for you. Join Jeff Kliewer, Orion’s integration expert, as he helps you identify red flags for your current tech providers. During this 20-minute interactive workshop, Jeff will lead you through exercises to evaluate your current technology partners, including a tech mind map and prioritization matrix, as well as ideas for successful tech implementation strategies.

Event Description: Why are you only spending 50% of your time with clients*? Investors, particularly high-net-worth investors, are demanding more personalization and services than ever but your day is spent on administrative tasks, investment management execution, and financial planning. Join Ryan LeStrange, SVP, Divisional Sales Manager, to hear how outsourcing key aspects of your business can help you get back to what you do best – growing your client base and taking your practice to new heights. *Source: Cerulli Associates – U.S. Advisor Metrics

Event Description: High-net-worth investors overwhelmingly believe that advisors who outsource their investing to third-party experts have more time to understand and deliver on their particular needs. Join Orion’s Kurt Brown, President, OCIO, and Andy Rosenberger, CFA, Head of Custom Indexing, to learn how to reclaim valuable time and meet your clients more than halfway on traditionally unscalable tactics – including this year’s trending topic, direct indexing. You’ll see how Orion can give you access to the tech, high-touch services, and investment team needed to help provide clients with personalized portfolios, tax optimization, and better outcomes.

Event Description: Why are you only spending 50% of your time with clients*? Investors, particularly high-net-worth investors, are demanding more personalization and services than ever but your day is spent on administrative tasks, investment management execution, and financial planning. Join Ryan LeStrange, SVP, Divisional Sales Manager, to hear how outsourcing key aspects of your business can help you get back to what you do best – growing your client base and taking your practice to new heights. *Source: Cerulli Associates – U.S. Advisor Metrics

Event Description: At Orion, innovation never rests and 2022 was no exception. This holiday season, we’re taking a look at some of our favorite tech solutions from the past year – including the powerful integration of Redtail CRM into our open architecture platform, the launch of Orion Custom Indexing, Automated Account Solution, and an exclusive look into the enhancements we made to our financial planning, trading, reporting, and data tools. Join our team of product experts to see how you can access the tech, resources, and support you need in 2023 to grow, scale, and realize your unique vision for success.

Event Description: If you’re not using stress testing as part of your model management processes, you’re leaving huge opportunities on the table. Join Eddie Sempek, National Sales Manager, and Phil Colling, AVP of Business Development, as they demonstrate how to leverage Orion Risk Intelligence to: 1) Stress test any model no matter who owns it (no limitations!) 2)Improve the risk review process by running multiple models against your client’s portfolio 3) Make changes without impacting models until you’re ready to move forward 4)Unite models with relevant risk data all under one roof with Orion’s Eclipse integration