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Orion Planning Product Updates Webinar

May 19 @ 10:30 am - 11:00 am

Join us to see the Risk Tolerance Questionnaire, a brief 7 question workflow that can be sent to prospects and clients! We’ve also made additional changes to Orion Planning, including reporting only accounts, and displaying the assigned custom Orion asset class/category colors in the portal!

1281-OAS-5/14/2020

Details

Date:
May 19
Time:
10:30 am - 11:00 am
Event Category:
Website:
https://event.on24.com/wcc/r/2351999/054E9A765610A01F236F08EA2B71E4CE

Organizer

Orion Advisor Tech

Venue

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