Event Description: Our product team will be on deck to share the latest updates made to our reporting tool, trading tool, financial planning tool, and others! Get a demo of the updates and ask the product team any questions you have about the products.
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: Join Andy Rosenberger, CFA, Head of Orion’s Tax Managed Solutions to hear how Orion’s premier Tax Managed Solution enables you to help solve the complexities of tax-sensitive portfolios, serve the comprehensive needs of investors, and elevate your advisory practice. Andy will be joined by Joe Graziano, CFP®, Vice President, Wealth Management Partner at FFP Wealth Management to discuss how through the support of our dedicated Tax Management Team, he was enabled to: 1) Serve clients more effectively 2) Attract and win new clients 3) Differentiate his offering
Event Description: Kick off Q4 by joining our product team to learn about the software updates being released in October. Take advantage of the opportunity to ask the product team your questions!
Event Description: Today’s consumers expect a one-stop-shop for their financial services, putting advisors in competition with brokers, banks, and robo-advisors. To help advisors meet increasing client needs to incorporate banking into wealth management, Orion offers Orion Cash & Credit, a fully integrated lending and cash management solution that helps advisors: 1) Increase client retention through the ability to offer more comprehensive financial services for clients, creating increased loyalty and higher retention rates. 2) Compete with large banks and wirehouses armed with a powerful equalizer to offer competitive lending and cash management services. 3)Attract and serve high-net-worth clients who often have complex needs and value concierge services such as lending and cash management. Join Jason Moore, Chief Solutions Officer, Orion Advisor Solutions, along with Steven Canup, Managing Director at Focus Client Solutions, and Joe Sweeney, AIF, Managing Partner, Cornerstone Wealth Group to learn more about incorporating banking solutions into comprehensive wealth management.
Event Description: We’ve been making some updates to the advisor experience within Orion, and our dynamic trio of Jeff, Karin, and Levi are excited to share the features and benefits of these updates with you in this webinar. The changes we made to the navigation are all based on client feedback and pertain to areas such as the portfolio tree, ad hoc grouping, and others. Sign up now so you can be among the first to see these new features and be well-prepared for when the features go live later in October.
Event Description: Let’s round out 2021 Q2 with the latest details on this month’s tech build! Understand what updates were made to the Orion Advisor Tech platform and how to leverage them in your business. You can also take advantage of the opportunity to ask our product team any questions about the updates. April and May product release webinars are also available at registration!
Event Description: We’ve got another round of exciting platform updates coming at you! Join us for an action-packed half-hour of demos, questions, and learning. April and June product release webinars are also available at registration!
Event Description: Orion advisors now have access to a value-added service that allows them to trade and manage held-away client assets through our new partner, FeeX. The new data feed is the first-of-its-kind integration allowing advisors to shift from simply making suggestions to truly managing and trading held-away accounts. Learn how you can use the new integration to obtain a 360 view of all client assets, and take quick action when needed. Join Eddie Sempek, Orion’s SVP of Strategic Relationships, and Dave Goldman, FeeX’s Vice President of Business Development, for an overview of the new value-added service and benefits now available to advisors in the Orion Client Portal.
Event Description: As we enter the second quarter of 2021, take the opportunity to connect with our product teams about the latest enhancements coming to the Orion Advisor Tech platform. Our product managers will be on deck to share demos of the new updates and answer your questions. May and June product release webinars are also available at registration!
Event Description: Take a deep dive into our brand new partnership with HiddenLevers! Join Orion’s CEO Eric Clarke, along with HiddenLevers’ co-founders Raj Udeshi and Praveen Ghanta, to find out how we’re integrating HiddenLevers’ powerful risk analytics capabilities with our best-in-class suite of advisor tech.