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.

Portfolio Audit Series – Part 2

Orion Headquarters 17605 Wright Street, Omaha

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

Establishing GICS Classifications for Your Assets

Orion Headquarters 17605 Wright Street, Omaha

Are you interested in having your assets classified under the Global Industry Classification Standard? If so, look no further than our upcoming GICS webinar. We’ll provide a brief comparison of the GICS and Morningstar sector…