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November Product Release Review

November 26 @ 1:00 pm - 1:30 pm

As part of Orion’s November 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 November 26th to hear about all the big ticket enhancements, including:

-A preview of our new product and development process and how you’ll get your favorite tech even faster
-Updates to Advizr, headlined by the ability to view investment performance data alongside planning data in one cohesive environment
-Improvements to Eclipse, including the addition of FIX Algorithmic Trading (Algos), a new depletion method, partial location optimization capabilities, and more intuitive preference settings
-Big-time integrations with Experian, Salesforce, Supernova, factorE, and Benjamin—sure to operationalize your processes and differentiate your offerings from other advisors
-Unprecedented visibility into critical report payout information for any period of time through a new billing dashboard

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

Details

Date:
November 26
Time:
1:00 pm - 1:30 pm
Event Category:
Website:
https://orionadvisor.zoom.us/webinar/register/WN_9XHRM74IS6qOSTiEIwRTJw

Venue

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