2019 is in full swing and we’ve started off the year bolting out of the gates with some exciting new product enhancements and integrations built to meet your top challenges, we’ve taken part in T3’s Advisor Conference and are inviting you all to meet us on the road for Ascent 2019! See how Orion can help set you up for the success in the new year in this week’s Orion Rundown.
Meet Us on the Road in 2019!
Ascent 2019 is hitting the road and bringing all the actionable training, innovative integration partners, and inspiring keynote speakers to your doorstep. Our first few stops: Atlanta, Scottsdale, and Charlotte. Spots are filling up fast!
NEW! Employee Trade Monitoring Tool
Sign up to get first dibs on our new employee trade monitoring tool, launching this February! You’ll be able to compare employee trades against firm-wide trade activity, track approvals/rejections of gifts and outside business activities, keep results for easy record keeping and future access, and more.
Take Your Trading to the Next Level
Now is the perfect time to think about how you can improve your trading and portfolio optimization solutions. Eclipse Trading and ASTRO may be the solutions you need to help you add more refined customization to building portfolios.
ICYMI: Event-Based Notifications ’97 Coming Soon!
In all the excitement of T3’92s Advisor Conference this week, we announced that later this year, we’ll be helping you push the boundaries of client engagement by offering Event-Based Notifications! Get a sneak-peak of what’92s in store.
Partner Webinar: BizEquity Wealth Prospecting Service
Join our next partner webinar to see how BizEquity’92s business valuation tools will be integrated within Orion Connect and the Client Portal later this month, helping you expand your existing business-owner relationships and prospect for new ones!
File 13F Securities Reports, Seamlessly
Filing a 13F securities report can be a manual, time-intensive operation ’96 but it doesn’92t have to be. See how Orion’92s Compass app can help you skip the task of manually cross-checking your clients’92 securities with the SEC’92s quarterly 13F list ’96 saving time and decreasing the chance for errors.
Protect Your Client’s Data with Experian
February’92s product launch will also bring a new integration with Experian, allowing you to offer clients proactive credit and identity monitoring and more, directly through Orion’92s Client Portal.
Even More Updates:
- Heading to TD LINC next week? Join us for drinks and the beautiful view of San Diego’s skyline at the Andaz Rooftop Bar on Feb. 7th at 9 p.m. Stop by our booth (#309/311) for more details!
- There is still time to join us in sunny San Diego for our Tech Lab, February 6-8th. Book your timeslot here.
- Let’s get social! Share your Twitter profile details with us so we can follow what’s happening with you and your firm!