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Reporting Onboarding Sessions – April 21

April 21 @ 10:00 am - 11:00 am

Register to learn more about our Reporting Suite. One of our talented Onboarding Specialists will walk you through how to create your own custom reports, create a unique theme, and tips on how further customize your reports to enhance the client experience. This session will be a three week training held each week at the designated time.

Details

Date:
April 21
Time:
10:00 am - 11:00 am
Event Category:
Website:
https://orionadvisor.zoom.us/meeting/register/3858c4c0d1ed1abcd746f627e8486654

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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