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January 2019

ASTRO

January 16 @ 11:00 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States

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.

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Goals-Based Financial Planning with The Five-Minute Financial Plan™

January 17 @ 1:30 pm - 2:30 pm

Kendrick Wakeman and Joel Bruckenstein will give their point of view about why all Advisors must provide some kind of financial plan/ planning to their customers or they will get left behind. We will then demonstrate The Five-Minute Financial Plan™ inside of Insight.

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Eclipse Demo

January 22 @ 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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Report Builder 3.0 – Building a Billing Element

January 24 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Learn how to create a billing element in Report Builder 3.0. We will recreate the Advisory Fee Notification element, show how to display adjustments, and how to create a table to show the advisory fee schedule.

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ASTRO

January 30 @ 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 »

New User: Billing Onboarding

January 30 @ 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 Audit and Bill Generator Apps.

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Client Experience: Client Portal Settings

January 31 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Join us for a step-by-step tutorial into what makes the Client Portal tick - the customizable Settings. We will take an in-depth look at specific settings and how to make your client's experience unique and personalized.

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February 2019

Eclipse Demo

February 5 @ 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 »

ASTRO

February 13 @ 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 »

Eclipse Demo

February 19 @ 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 »
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