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November 2018 Product Release Review

December 4 @ 1:00 pm - 2:00 pm

As part of Orion’s November Software Update, we’re bringing you major enhancements to some of your favorite apps. Learn more about upgrades in reporting, UI/UX, integrations, and more. Join us for an overview of some of the most impactful changes coming your way, including:
– An all-new Report Builder 3.0 (December 2018)
– Brand new Orion Support app which will replace Orion Social (November 2018)
– Schwab Digital Account Opening integration (Early Next Year)
– Advisor/client co-browsing tool in the Client Portal
– Other crucial updates

Details

Date:
December 4
Time:
1:00 pm - 2:00 pm
Registration:
https://orionadvisor.zoom.us/webinar/register/WN_8dLh89CmSWuLqsLXnVMlzw

Organizer

Orion Advisor Services

Venue

Orion Headquarters
17605 Wright Street
Omaha, 68130 United States
+ Google Map
Website:
http://orionadvisor.com

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