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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November Product Release Review
November 26, 2019 @ 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!