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June 2017

Quarter-End Prep, Quarter-End Dashboard & Report Batches

June 27 @ 10:30 am - 11:00 am

Demonstration of how you can be the most efficient during quarter-end using our Advisor empowerment tools, the Quarter-End Dashboard and Report Batches applications.

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Advisor & Rep Level Insight

June 28 @ 1:30 pm - 2:00 pm

If you have not already discovered, we rolled out Advisor & Rep level tiles inside of Insight! Come take a look at what we were able to roll out to help Advisor and Rep level users better manage their books!

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July 2017

Rep Portal

July 12 @ 1:30 pm - 2:00 pm

Orion has rolled out what we are calling the 'Rep Portal'. This tool will allow you to control how your Representatives interact with the Orion software to view their book overall as well as being able to review individual clients.

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Reporting Onboarding Session – Express

July 17 @ 2:30 pm - 3:30 pm

Are you new to Orion? Do you want a deeper understanding of our Reporting capabilities? Let one of our talented Onboarding Specialists walk you through our Reporting Suite. During your onboarding journey you will learn how to generate custom reports, create a unique theme, and gain helpful tips on how to customize your reports to enhance the client experience. This session would be ideal for a quick-learner ready to create custom reports and themes. It is geared toward new advisors at a specific point in the implementation process and will be a two-session intensive course. The SME Reporting Team will be available for support.

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Data Queries & Substituting Portfolio Audit

July 19 @ 1:30 pm - 2:00 pm

Simple tips and tricks on how to better utilize our Data Queries application. Also, a short tutorial on how to best utilize the Portfolio Audit application as a substitute to having a query built.

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Reporting Onboarding Session – Express

July 20 @ 2:30 pm - 3:30 pm

Are you new to Orion? Do you want a deeper understanding of our Reporting capabilities? Let one of our talented Onboarding Specialists walk you through our Reporting Suite. During your onboarding journey you will learn how to generate custom reports, create a unique theme, and gain helpful tips on how to customize your reports to enhance the client experience. This session would be ideal for a quick-learner ready to create custom reports and themes. It is geared toward new advisors at a specific point in the implementation process and will be a two-session intensive course. The SME Reporting Team will be available for support.

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Blended Benchmarks & Benchmark Assignments

July 26 @ 1:30 pm - 2:00 pm

Learn how to utilize our Blended Benchmark application to create a benchmark that will cater to your every benchmark need. You will also learn how to best utilize our Benchmark Assignments application.

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Reporting Onboarding Session – Express

July 31 @ 2:30 pm - 3:30 pm

Are you new to Orion? Do you want a deeper understanding of our Reporting capabilities? Let one of our talented Onboarding Specialists walk you through our Reporting Suite. During your onboarding journey you will learn how to generate custom reports, create a unique theme, and gain helpful tips on how to customize your reports to enhance the client experience. This session would be ideal for a quick-learner ready to create custom reports and themes. It is geared toward new advisors at a specific point in the implementation process and will be a two-session intensive course. The SME Reporting Team will be available for support.

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August 2017

Laser App Financial Services Conference 2017

August 14 @ 8:00 am - August 16 @ 5:00 pm
Palace Hotel, 2 New Montgomery St.
San Francisco, CA 94105 United States
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For the first time ever, Laser App is inviting all financial service professionals to its annual conference. This fun and relaxed event focusses on leading FinTech solutions available to independent financial firms and professionals. Discussions at this event help guide the decision-making process for technology for home-office and advisors out in the field. Custom activities during the event create an optimal balance of industry insight and enjoyment.

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Reporting Onboarding Session – Express

August 14 @ 2:30 pm - 3:30 pm

Are you new to Orion? Do you want a deeper understanding of our Reporting capabilities? Let one of our talented Onboarding Specialists walk you through our Reporting Suite. During your onboarding journey you will learn how to generate custom reports, create a unique theme, and gain helpful tips on how to customize your reports to enhance the client experience. This session would be ideal for a quick-learner ready to create custom reports and themes. It is geared toward new advisors at a specific point in the implementation process and will be a two-session intensive course. The SME Reporting Team will be available for support.

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