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.On Demand
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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: Join us to learn the basics of Orion Planning! You will gain a general understanding of how to sign on, connect household data/performance from Orion into the plan, and how to build out a retirement goal.
Event Description: Performance can be a complex subject. Join us if you’re new to Orion, or simply need a refresher on what Orion has to offer to make the performance realm a little less frightful.
Event Description: Join us to learn how Orion collects Cost Basis data and where you can view this information in the Tax Center. We’ll also discuss how to input various overrides that may be needed for missing data, and how this will display on reports.
Event Description: Whether you want to configure the portal for an investment client, start data gathering for a financial plan, or leverage the document vault, there are countless ways to customize the new Orion Client Portal. Join us to explore the different ways that you can utilize the Orion Client Portal to best fit your client’s unique needs.
Event Description: Join us to learn the basics of Orion Planning! You will gain a general understanding of how to sign on, connect household data/performance from Orion into the plan, and how to build out a retirement goal.On Demand
Event Description: Not sure where to begin when it comes to trading? Join us to gain a better understanding of the Tools, Processes, and Dashboards in Eclipse that will help you take your trading to the next level!
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
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