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Cost Basis Reporting

January 18 @ 1:00 pm - 1:30 pm

Different settings that impact reporting, what Orion’s ‘u’ means in cost basis reporting, also how to research cost basis using the Tax Center application.

Details

Date:
January 18
Time:
1:00 pm - 1:30 pm
Event Category:
Website:
https://orionadvisor.zoom.us/webinar/register/da064013e9dfe5eecde7dc3c8da9331e

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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