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.

New User: Cost Basis

June 10 @ 11:30 am - 12:00 pm CDT

Join us to learn how Orion collects Cost Basis data and where you can view this information in Orion Connect. We’ll also discuss how to put input various overrides that may be needed for missing data, and how this will display on reports.

1375-OAS-5/22/2020

Details

Date:
June 10
Time:
11:30 am - 12:00 pm CDT
Event Category:
Website:
https://event.on24.com/wcc/r/2373551/4BCD88FFC8B286F53A9F0C3F3F49E715

Organizer

Orion Advisor Tech

Venue

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