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Billing Reports in Orion

January 4 @ 1:00 pm - 1:30 pm

Review of the different reports that Orion offers from a billing/invoicing standpoint. Detailing out summary vs detail, billing periods vs reporting periods, payment summaries, etc.

Details

Date:
January 4
Time:
1:00 pm - 1:30 pm
Event Category:
Website:
https://orionadvisor.zoom.us/webinar/register/34d9c0b007d802407510d14dfea9e911

Organizer

Orion Advisor Services
September 25, 2017 - 12:15 PM Central Standard Time
Orion Fuse Integrations: Kwanti | Portfolio Analytics
Join Eddie Sempek, Manager of Strategic Consulting at Orion, and Christophe Gauthron, CFA, founder of Kwanti, as we take a look at the new integration between Orion and Kwanti's portfolio analytics platform.
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