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Portfolio Audit Series – Part 2

June 23 @ 11:30 am - 12:00 pm CDT

Join us to gain a better understanding of the Household Portfolio Level. We will review various Household features including Household Members, Notes and Documents, Portfolio Groups, and Reporting Only Accounts.

1463-OAS-6/4/2020

Details

Date:
June 23
Time:
11:30 am - 12:00 pm CDT
Event Category:
Website:
https://event.on24.com/wcc/r/2392839/7D0C762BDCEC5DFE23D3560A267E6C3E

Organizer

Orion Advisor Tech

Venue

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