From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.

New User: Products and Price

Orion Headquarters 17605 Wright Street, Omaha
This webinar will provide a guide to setting up and using the Products and Prices app proactively, with an aim toward guiding Orion User’s toward smooth completion of typical Quarter End goals, with respect to the app.
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Composite Account Wizard

Orion Headquarters 17605 Wright Street, Omaha
The core of the composite tool in Orion are the monthly account data sets. This webinar walks you through how to create those data sets using the new and improved Composite Account Wizard tool.
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Orion + Salesforce: Where Efficiency Meets Flexibility

You want to run your business your way. And if a lack of efficiency or flexibility has gotten in your way, well...that’s no longer going to be the case. That’s because Orion + Salesforce have teamed up to deepen one of your favorite integrations. Now, advisors have the ability to map Orion data to flexible fields in Salesforce, making it easier for you to find and organize your data. But that’s not all. We’re also giving you the ability to: -Schedule full syncs whenever you need them, giving you access to the most up-to-date data thanks to a powerful reverse sync that updates in real-time -Fix sync errors on your own with helpful error messages and support documents, saving you time and giving you more autonomy -Know information is updated across platforms with a two-way sync for Orion custom fields, which allows every update you make to the custom fields to sync back to Orion Connect The power is back in your hands—but only if you seize it. Ready to run your business the way that best fits you? 0958-OAS-9/20/2019
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Ask Me Anything…About This Release

Because we release software updates on a monthly basis, we’ve set aside this time for you to ask questions about your new favorite products and upgrades. For 30 minutes, you can ask any questions related to this month’s release in the chat section of Zoom. Our product experts will respond to you via the same chat functionality in close to real-time We like this format because we can answer more of your questions, more quickly. There’s no formal presentation or audio—just some background slides on the big release items, information about upcoming webinars, and real-time answers from the people who know the technology best.
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Regain Compliance Control with Orion’s Brand-New Employee Trade Monitoring Tool

Orion Headquarters 17605 Wright Street, Omaha
Does your firm meet SEC requirements for personal securities trading? Orion’s newest compliance tool, Inform, enables compliance officers to automate employee trade monitoring to efficiently and proactively identify potential violations. Learn how to leverage Inform to maintain your Code of Ethics obligations and securely scale your business. Inform is available as a standalone personal securities trading tool for any advisory firm to use.
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Integrations: Where to Begin

Orion Headquarters 17605 Wright Street, Omaha
Feel lost in the sea of integrations?  Check out this webinar to help understand where to begin when looking at new integrations.
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Is Your Tech COVID-19 Proof?

One of the great virtues of modern, cloud-based advisor tech is the ability to continue running a business in the event of an emergency. In today’s uncertain times, your clients are waiting for answers--does your tech stack empower you to give them what they need? In our upcoming webinar, Orion’s Ryan Donovan sits down with Potomac Fund Management Inc. President and CIO, Manish Khatta, who shares an advisor’s perspective on remote collaboration and productivity. 0649-OAS-3/17/2020
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New User: Orion Planning

Orion Headquarters 17605 Wright Street, Omaha
Join us on March 25th at 1:30pm CT to walk through the Orion financial planning offering powered by Advizr. You will gain a general understanding of how to sign on, connect household data/performance from Orion into the plan, and see step by step how we build out a retirement goal!
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How to Create Economic Value in Today’s Market

With market fluctuations impacting investors’ decisions daily, it’s as important as ever to be able to demonstrate the value you add to your clients’ financial picture. But how? In our upcoming webinar, Orion’s CIO Rusty Vanneman, Sr. Portfolio Manager Chris Romano, and Quantitative Portfolio Manager Horacio Carias discuss how leveraging tax managed strategies can help capture tax alpha, add economic value to your clients’ portfolios, and strengthen client relationships in the process.

Batch Performance Tool

Orion Headquarters 17605 Wright Street, Omaha
Want a quick and easy way to generate all of your performance data onto one output? Join us for this informative webinar that comes just in time for your quarter end performance audits.
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New Accounts Center Webinar

Orion Headquarters 17605 Wright Street, Omaha
Let's take an in-depth look at how to utilize the New Account Center! As well as some best practices when it comes to managing your accounts through the New Account Wizard.
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