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ASTRO

January 30 @ 11:00 am - 12:00 pm

ASTRO is a portfolio optimization tool that empowers you to construct tax-efficient portfolios, use direct indexing to outperform ETFs on an after tax basis, manage legacy positions while transitioning clients to a new target strategy, replicate mutual fund strategies for high net worth clients, screen for ESG considerations, and more.

Details

Date:
January 30
Time:
11:00 am - 12:00 pm
Event Category:
Website:
https://orionadvisor.zoom.us/webinar/register/WN_vM9eDf1MSc-cnCEO-geUZw

Organizer

Orion Advisor Services

Venue

Orion Headquarters
17605 Wright Street
Omaha, 68130 United States
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Website:
http://https://orionadvisortech.com