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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.

A Better Asset Management Experience with Orion Portfolio Solutions (Guest Starring Main Management)

Event Description: If you are looking to take the management of your client’s assets to new levels, then it is time to join Jim Joyce, Regional Vice President, and…Get to Know Orion Portfolio Solutions! Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support. We are one of the largest and among the fastest-growing turnkey asset management programs in the industry.  Why not take 30 minutes and find out more? Jim will be offering four sessions and each session will have a guest presenter from our curated list of managers.

On Demand

Stay on the Right Side of Compliance with Inform

Event Description: Unlike most other compliance tools, Inform offers easy monitoring through custom rules and workflows with an efficient and user-friendly dashboard.  Join Kristopher Heig, Compliance Director, and Sean Hollingshead, Vice President of Managed Accounts as they demonstrate how Inform can help you: monitor employee trades, track approval and rejection of gifts and outside business activities, build custom transactional and Code of Ethics questionnaires, and keep results for easy record keeping and future access for the SEC and state regulators.

On Demand

Investment Expertise, Simply Delivered: Introducing BlackRock on Orion Communities

Event Description: We’re thrilled to announce the launch of BlackRock models on the Orion Communities platform! During this introductory webinar, Brad Stanger, CFA, Director, and Lindsay Dia, Product Strategist at BlackRock, take a deep dive into the BlackRock models business.  You’ll learn the benefits of a models-based practice, including the reduction of risk, as well as the guiding principles and disciplined, three-step approach to portfolio construction that have made BlackRock a pioneer in the models space. Bryan Gelster, Orion’s AVP of Business Development, will also walk you through assigning BlackRock models on the Communities platform.

On Demand

Introducing BlackRock at Orion Portfolio Solutions

Event Description: As part of the exciting launch of BlackRock’s models on the Orion Portfolio Solutions platform, you’re invited to join Amanda Toner, model strategist at BlackRock, for a deep dive into the BlackRock models business, which was formally launched in 2013. During the presentation, you’ll learn more about BlackRock’s dedicated model portfolio solutions team, their guiding principles for building portfolios, and their disciplined, three-step approach to portfolio construction. Toner will also explore BlackRock’s wide range of strategies spanning target allocation, multi-asset income, and target income.

On Demand

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