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On Demand Events

On Demand Events

Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.

Easy and Efficient Trading: More Reasons to Take a Closer Look at Eclipse

Event Description: Not all trading and rebalancing platforms are built the same. Does yours provide you with tax-efficient, automated features to positively impact your clients’ portfolios and your back-office operations? Now, the stars have aligned—take a look at Eclipse, Orion’s next-generation trading, and rebalancing platform. Eclipse trading constantly monitors portfolios to offer smart and timely rebalancing and tax-loss harvesting suggestions. Scale your trading processes with household-level rebalancing, multi-level modeling, and tax-Intelligent trading while giving clients an experience that’s out of this world. Join Orion’s trading experts LIVE from Mission Control to learn how Eclipse can take your firm light years ahead of the competition.

On Demand

Distinguish, Differentiate, Disrupt: Using the Power of Financial Planning to Set Your Firm Apart

Event Description: With more new and automated players entering the wealth management space every day, it’s becoming increasingly difficult for advisors to stand out. But financial planning can actually be the key to setting your firm apart. During this webinar, Brandon Marcott, CFP® will not only explore the importance of financial planning and how it can help your firm grow, but also provide some valuable action steps your firm can take to use financial planning as a powerful differentiator. Join us to find out how financial planning can help you distinguish your unique value proposition and disrupt a noisy, crowded marketplace.

On Demand

Making the Most of Orion’s Model Marketplace: Your Insider Guide to Communities

Event Description: Want unprecedented access to leading third-party strategists—along with the ability to retain full trading discretion—but aren’t sure where to start? This Ask-Us-Anything guide to Orion Communities addresses the most popular questions we receive about our model marketplace. Find out how to access the platform, pass strategist fees on to clients, align strategist models with client goals, and more. And if your question isn’t on the list, we’ll have plenty of time for a live Q&A at the end.

On Demand

Orion Reporting : What to Expect in 2021 (And What You May Have Missed in 2020)

Event Description: As Orion continues its mission of offering the most user-friendly and cutting-edge technology available, we take a look back at recent improvements to our reporting tool—and a special preview of what’s to come. Orion’s tech is constantly evolving—and our Reporting tool is no exception. We’ll journey down the 2021 road map, and look at expected upgrades including: Dynamic Sub-Reports, Tag Specific Filtering, ESG Reporting, Enhanced Reporting, Integrations, and more! Join Jason Genthe, Product Manager, for a quick review of the exciting enhancements we made in 2020 and a sneak peek of what to expect in 2021.

On Demand

Recalculating & Troubleshooting Live Bills

Event Description: We understand that having to correct a client’s bill is not always preventable. During this webinar, we’ll review the different updates that will be captured when a bill is recalculated, how to recalculate a fee while you are mid-bill run, and how to recalculate a bill after you’ve already collected the fee from the custodian.

On Demand

CAIS Integration – Leveraging a Broad Selection of Alternative Investment Strategies

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.

On Demand

Under the Hood of Your New Advisor Dashboard

Event Description: Welcome to the new Orion Dashboard, an interactive Homescreen! Watch this webinar to learn how you can customize the dashboard to fit your workflows and business needs. We’ll walk through a tour of the dashboard, and discuss the various features, filters, and settings that are available.

On Demand