In Today’s Orion Weekly:
- Review report disclosures and better manage client communications to comply with new SEC regulatory changes by using our new Archive Tool.
- Request compliance support, view resources and more with our Compliance page in Orion Social.
- Eclipse Roadshow at the Hyatt Regency Orlando – Tuesday, January 30
- Eclipse Roadshow at the Hyatt Regency Orlando – Wednesday, January 31
- The Fuse Party at ICEBAR Orlando – Thursday, February 1
- Quarter End Process and Best Practices – Thursday, December 21
- Billing: Forecast Upcoming Fees – Thursday, December 28
- New User – Orion Overview – Tuesday, January 2
- Data Recon: Interface Reconciliation App Overview – Wednesday, January 3
- Quik! Integration Spotlight and New Account Onboarding – Thursday, January 4