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August 2016

Payout Calculations

August 2 @ 1:00 pm - 1:30 pm

This session will focus on set up and calculation of payout rates and schedules.

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Client Portal Overview

August 3 @ 1:00 pm - 1:30 pm

Quick Client Portal overview. How to navigate posted statements, videos, document uploads, and other general features of the client portal.

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Laser App Financial Services Conference

August 9 - August 12
San Diego Marriott Marquis & Marina,
333 West Harbor Drive
San Diego, CA 92101 United States
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The Laser App Financial Services Conference brings 200+ financial firm executives under one roof to review the latest in applicable technology advancement. Attendees include Broker-Dealers, RIAs and BGA/IMOs. This intimate environment serves as a great way to meet new prospects, strengthen relationships and see what's new in the industry.

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Period Ending vs. Average Daily Balance

August 9 @ 1:00 pm - 1:30 pm

This session will compare the two methods and explain their differences.

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August 2016 Tech Lab

August 10 - August 11
Orion Headquarters,
17605 Wright Street
Omaha, 68130 United States
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August 2016 Tech Lab Registration

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Orion Tech Lab August 2016

August 10 - August 11
Orion Headquarters,
17605 Wright Street
Omaha, 68130 United States
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You are invited to join us in Omaha at the Orion Tech Lab. This personalized meeting will provide opportunities for 1:1 training and discussions with Orion Subject Matter Experts, as well as your Service Team. Once registered, your Advisor Success Advocate will contact you to create a custom agenda that includes the topics and areas you want to learn about. The goal of the Orion Tech Lab is to return to your office more confident in your partnership with Orion and empowered to fully utilize the technology available to you.

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Logo upload/manipulation

August 10 @ 1:00 pm - 1:30 pm

Learn the specifications of logo requirements and the steps you can take to ensure your logo will be no sweat when you upload your image into the Orion system.

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Trading Data Queries

August 11 @ 1:00 pm - 1:30 pm

Review the standard Orion Data Queries related to trading and learn how to schedule them so you receive regular updates on your data.

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Understanding Sleeve Billing

August 16 @ 1:00 pm - 1:30 pm

This session will review the different methods used with sleeve including best practices.

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Householding Application

August 17 @ 1:00 pm - 1:30 pm

General overview of the Householding application within Orion Connect

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