Event Description: Join YCharts and Orion’s Ben Frantz, VP of Business Development, where they will review 1) How to seamlessly import portfolio data from Orion into YCharts 2) Popular workflows for building and analyzing portfolios in both YCharts and Orion, and 3) Tools and features to elevate your proposal generation, client communication, and more!
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: Orion is proud to support and attend Pershing’s Elite Advisor Summit as a Silver Level sponsor. Our team looks forward to networking and connecting with some of the industry’s top RIAs at this event.
Event Description: Orion is proud to support the Bank Insurance & Securities Association (BISA) 2022 Annual Convention in Miami Beach as an exhibiting sponsor. Each year, the BISA Conference focuses on opportunities for learning, engagement, and interaction. The Orion team is excited to participate in person and connect with attendees.
Event Description: February’s Portfolio Recipes features two investment strategists with long-standing records in managing multi-asset income strategies. Ingredients will consist of the powerful brand of BlackRock with its actively-managed, global multi-asset income approach utilizing ETFs along with the investment boutique firm, Brinker Capital’s, dynamically-managed, global multi-asset income approach using carefully vetted investment managers and strategies.
Event Description: Orion is proud to support the Centaurus Quantum Leap Workshop and Wealth Management Conference in Carlsbad, CA as both an exhibiting sponsor and a content provider. Sterling Moore, VP, Regional Director for Orion will present How to Attract and Retain High Net Worth Clients.
Event Description: Orion is proud to support the 2022 Fifth Third Securities Annual Education Summit in Scottsdale as an exhibiting sponsor. Throughout the Summit, we will be sharing exciting updates to Brinker Capital Investments and highlighting our Multi-Asset Class Investment Solutions, our Advisor-Focused Technology Solutions, and our Continuous High-Touch Service.
Event Description: Orion is proud to be an ongoing supporter of the Equitable Advisors Investment Practice Forum as both an exhibiting sponsor and a content provider. On February 10, Dr. Daniel Crosby will be on the main stage to share insights on The Advisor’s Greatest Value.
Event Description: Orion is proud to support The Investment Center’s 2022 Virtual Summit as both a sponsor and content provider.
Virtual conference session from Orion:
How to Attract and Retain High Net Worth Clients
February 8, 2022 11:00am EST
Gain a deeper understanding of the opportunities existing for advisors to grow their businesses in the high net worth space, with a focus on what wealthy investors want from financial advisors, the challenges they face, and how you can best present solutions to meet their needs.
Alexander DeCiantis, Regional Sales Consultant, Orion Advisor Solutions
Event Description: Join us for a demo and user story of Orion’s data, reporting, and compliance tools. We’ve bundled these three tools up into a specially-priced package offering that our SVP of Business Development, George Svagera will be showing off. We also have our Director of Product, Adam Palmer on deck to share the exciting future of our data with AWS RedShift and the bold moves Orion is making to improve your data experience. Then, you will hear from one of our broker dealer clients, Adam Lillich, Lead Technology Partner at Ameritas Investment Company, about how Ameritas leverages Orion as their core technology partner. We will have time for questions during the webinar, and encourage you to reach out to get a customized demo for how this special offer could be a good fit for your firm.