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November 2018

Eclipse + Communities Summit – NYC

November 15 @ 9:00 am - November 16 @ 4:00 pm
Blackrock NYC, 40 E 52nd St
New York City, NY 10055 United States
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Discover new ways to leverage advisor technology in your business at Orion’s Eclipse + Communities Summit, November 15 & 16, in New York City, NY.  Whether you are new to Orion, a current user looking to learn more about Eclipse or an Eclipse user ready to take their trading to the next level, we hope to see you there!

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Composite Rules

November 15 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Join us to learn how you can leverage the new Rules feature in the Composites app.

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ASTRO

November 21 @ 11:00 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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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, screen for ESG considerations, and more. With ASTRO, it’s no longer necessary to outsource portfolio optimization to expensive third-party money managers.

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Eclipse Demo

November 27 @ 11:00 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Join us for this one-hour session offering a high-level overview of Eclipse. We will demonstrate the main features and functionality of our latest trading platform and provide the chance for Q & A.

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New User: Orion Connect Overview

November 28 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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New user? There’s no better place to start than here. Our team will take you through the basics of what you need to know so you can get up and running with Orion fast.

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December 2018

November 2018 Product Release Review

December 4 @ 1:00 pm - 2:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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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

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ASTRO

December 5 @ 11:00 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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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, screen for ESG considerations, and more. With ASTRO, it’s no longer necessary to outsource portfolio optimization to expensive third-party money managers.

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Eclipse Demo

December 11 @ 11:00 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Join us for this one-hour session offering a high-level overview of Eclipse. We will demonstrate the main features and functionality of our latest trading platform and provide the chance for Q & A.

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Risk and Attribution

December 13 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Join us to learn about risk and attribution reporting within Orion's Insight app.

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From Partners to Platform: Introducing Orion Enterprise

December 17 @ 2:00 pm - 3:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Learn how a new joint offering by Orion Advisor and FTJ FundChoice—partners for over a decade now unified under the same brand umbrella—is providing small- to mid-size broker dealers and advisory firms with the integrated portfolio management technology and investment management experience they have long deserved.

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