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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.

Recalculating & Revising Live Bills

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

Maximizing the New Orion Client Portal

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.

On Demand

Orion Planning – July 2020 Product Updates

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