Upcoming Events

From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.

Loading Events

« All Events

  • This event has passed.

Client Experience: Client Portal Settings

January 31 @ 11:30 am - 12:00 pm

Join us for a step-by-step tutorial into what makes the Client Portal tick – the customizable Settings. We will take an in-depth look at specific settings and how to make your client’s experience unique and personalized.

Details

Date:
January 31
Time:
11:30 am - 12:00 pm
Event Category:
Website:
https://event.on24.com/wcc/r/1917215/E14EBBDFA9F18403B0756708BBDDC0F4

Organizer

Orion Advisor Services

Venue

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