Loading Events

Upcoming Events

Events Search and Views Navigation

Find Events

Event Views Navigation

Events Search

February 2019

ASTRO

February 27 @ 11:00 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
+ Google Map

ASTRO is a portfolio optimization tool that empowers you to construct tax-efficient portfolios, use direct indexing to outperform ETFs on an after tax basis, manage legacy positions while transitioning clients to a new target strategy, replicate mutual fund strategies for high net worth clients, screen for ESG considerations, and more.

Find out more »

March 2019

February 2019 Product Release Review

March 5 @ 1:00 pm - 2:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
+ Google Map

As part of Orion’s February Software Update, we’re bringing you upgrades to some of your favorite apps, integrations, and more. Join us for our upcoming webinar where we’ll discuss the most impactful enhancements coming your way, including: A brand-new compliance tool allowing firms to monitor employee trade activity A BizEquity business valuation tool in the Client Portal And other exciting updates! Plus, we’ll tease what’s to come in our upcoming product releases. We’re looking forward to sharing these new updates with you soon!  

Find out more »

Regain compliance control with Orion’s brand-new Employee Trade Monitoring tool

March 7 @ 11:00 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
+ Google Map

Does your firm meet SEC requirements for personal securities trading? Orion’s newest compliance tool, Inform, enables compliance officers to automate employee trade monitoring to efficiently and proactively identify potential violations. Learn how to leverage Inform to maintain your Code of Ethics obligations and securely scale your business.

Find out more »

Ascent Roadshow-Atlanta

March 11 @ 7:00 am - March 12 @ 2:30 pm

Join us as we kick off our first Ascent Roadshow of the year in Atlanta in partnership with Redtail. Our Ascent events are back so you can join professionals from some of the best, brightest, and most connected advisory firms to learn, train and build a deeper understanding of how Orion’s platform can fuel their business’ growth.

Find out more »

New User: Manage Your Users

March 13 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
+ Google Map

Join us for an overview of how to create Advisor, Representative and Client Level users in the Manage Users App, along with managing specific Roles and Privileges associated with your users.

Find out more »

Ascent Roadshow-Scottsdale

March 25 @ 8:00 am - March 26 @ 10:00 pm

Join us for the second stop on Ascent Tour in Scottsdale! Don't pass up on the opportunity to join professionals from some of the best, brightest, and most connected advisory firms to learn, train and build a deeper understanding of how Orion’s platform can fuel their business’ growth.

Find out more »

April 2019

Ascent Roadshow-Charlotte

April 25 @ 7:00 am - April 26 @ 2:30 pm

The third stop on our Ascent Tour brings us to Charlotte in partnership with MoneyGuidePro! Don't pass up on the opportunity to join professionals from some of the best, brightest, and most connected advisory firms to learn, train and build a deeper understanding of how Orion’s platform can fuel their business’ growth.

Find out more »
+ Export Events

Send this to a friend