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April 2019

Eclipse Demo

April 30 @ 11:00 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Eclipse is a fully customizable trading and rebalancing platform. Eclipse empowers you to trade at the household level with asset location optimization to create the most tax efficient trades. With a robust set of features -- including tax loss harvesting, multi-level modeling, unlimited cash buckets, interactive dashboards, and custom trading preferences, cater to any client’s unique needs while enhancing your firm’s trading processes.

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May 2019

Ascent on the Road-Chicago

May 8 @ 7:00 am - 6:30 pm

We're heading to Chicago with Carson Group for the fourth stop of Ascent 2019! 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.

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Eclipse Demo

May 14 @ 11:00 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
+ Google Map

Eclipse is a fully customizable trading and rebalancing platform. Eclipse empowers you to trade at the household level with asset location optimization to create the most tax efficient trades. With a robust set of features -- including tax loss harvesting, multi-level modeling, unlimited cash buckets, interactive dashboards, and custom trading preferences, cater to any client’s unique needs while enhancing your firm’s trading processes.

Find out more »

Billing – Billing on New Money

May 14 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Do you bill in Advance? Let's review the different options on how you can run a partial for new accounts. We'll discuss how to use Bill Start Dates, how to mark cash flows and show you how to run the bill for both of these methods.

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Build Custom Tax-Advantaged SMA Portfolios with ASTRO

May 22 @ 11:00 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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ASTRO empowers advisors to build custom tax-efficient SMA portfolios. Our advisors use ASTRO to direct index 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.

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New User: Billing

May 22 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Calling all New Users! Join us to learn more about the Billing process and timeline, as well as recommendations and best practices for success. We will also take a tour of Orion’s Billing apps, and show you how to run a Forecast bill!

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Regain Compliance Control with Orion’s Brand-New Employee Trade Monitoring tool

May 23 @ 11:00 am - 12:00 pm

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 »

June 2019

Ascent On The Road – San Francisco

June 10 @ 8:00 am - June 11 @ 5:00 pm

Meet us in San Francisco for the next stop of Ascent 2019 in partnership with Charles Schwab and Riskalyze! 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 »

Build Custom Tax-Advantaged SMA Portfolios with ASTRO

June 19 @ 11:00 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
+ Google Map

ASTRO empowers advisors to build custom tax-efficient SMA portfolios. Our advisors use ASTRO to direct index 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 »

Regain Compliance Control with Orion’s Brand-New Employee Trade Monitoring tool

June 27 @ 11:00 am - 12:00 pm

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 »
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