Orion Rundown: New Eclipse Feature, ASTRO Demo, Recommended Billing Methods and More!
New Eclipse Feature! Multi Asset Class Securities
With our latest enhancement to Eclipse, you can create multi-asset class securities letting you take greater control of household-level trading and rebalance portfolios, getting you closer to your desired allocation targets.
Countdown to Ascent 2018
Don’t miss your chance to dive deep into all-things-Orion, bust-a-move with some of the top rappers of the 90s and network with some of the industry’s best and brightest advisors in Miami Beach, September 5-7!
ASTRO: Now Out of BETA
Join our next demo to get a first-hand look at how our institutional-grade portfolio construction solution, ASTRO, can be used to automatically maximize returns while mitigating risks in your clients’ portfolios.
Calculate Performance on Blended Benchmarks
Join our webinar today, Thursday, July 19th at 11:30 a.m. CT to find out how with Orion, you can now calculate performance on blended benchmarks to create a point of reference to inform your client’s investment decisions.
Choosing the Right Billing Method
Is the billing method you use to calculate your advisory fees the one you should use? We give our thoughts on why billing in arrears with average daily balance might be your best choice.
Introduce Your Clients to a Better Experience
Access this ready-to-use presentation that can be easily customized with your firm’s branding, to introduce your clients to the features and benefits of Orion’s client experience tools.
Are ESG Portfolios Important to You?
Is your firm offering ESG portfolio customization to your clients? We want to know why or why not, and how technology could help make ESG investing easier for you.
- Orion Poll: Are You Using iCapital?
- Join our upcoming Eclipse + Communities Summit in Seattle, July 31 & August 1
- Check out the latest Ascent training for the Compass app, including its new Supervise and Verify tools in your Course Catalog. Don’t have Ascent access? Click here.
- See more upcoming Orion webinars and events