From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.
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Is Your Tech COVID-19 Proof?
March 19 @ 1:00 pm - 2:00 pm
One of the great virtues of modern, cloud-based advisor tech is the ability to continue running a business in the event of an emergency. In today’s uncertain times, your clients are waiting for answers–does your tech stack empower you to give them what they need? In our upcoming webinar, Orion’s Ryan Donovan sits down with Potomac Fund Management Inc. President and CIO, Manish Khatta, who shares an advisor’s perspective on remote collaboration and productivity.