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August 2019 Product Release Review

August 28 @ 1:00 pm - 1:30 pm

As part of Orion’s August Software Update, we’re expanding your toolbox with brand-new solutions—not to mention upgrades to some of your favorite apps, integrations, and more. Join us on August 28th to hear about all the big ticket enhancements, including:

-The launch of Event-Based Notifications, empowering you to automate client communications
-The ability to create custom, direct indexed SMA portfolios within Eclipse Trading
-Phase one of our next-generation client experience, powered by our recent acquisition of Advizr
-More improvements to RB3, like new data tags, chart types, and custom calculations
-Fresh-off-the press integration enhancements with your favorite tech providers
-A fully revamped Tactical Tool, Eclipse Trading’s most comprehensive pre-trade review tool
-New income-related tiles in our client meetings dashboard, Insight

We’re looking forward to sharing these new updates with you soon!

Details

Date:
August 28
Time:
1:00 pm - 1:30 pm
Event Category:
Website:
https://orionadvisor.zoom.us/webinar/register/WN_Fu86gDuBQT-j6YuX6aWOLg

Venue

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