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July 2017

Blended Benchmarks & Benchmark Assignments

July 26 @ 1:30 pm - 2:00 pm

Learn how to utilize our Blended Benchmark application to create a benchmark that will cater to your every benchmark need. You will also learn how to best utilize our Benchmark Assignments application.

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Interface Reconciliation Webinar

July 27 @ 1:30 pm - 2:00 pm

Ever wonder where you can go to verify if your reconciliation is complete and your accounts are in balance for the day? Join us for the Interface Reconciliation App webinar and find out! We will talk about the Recon Status Dashboard and review some Monthly ACR best practices.

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Orion Fuse Integrations: Jumpstart your Implementation with BOSS

July 31 @ 1:45 pm - 2:15 pm

Learn how BOSS helps advisors navigate and execute the sometimes messy, time-consuming tasks inherent in transitioning to any new platform. With BOSS assistance, Advisors are able to work in parallel platforms for a shorter period of time, with less stress on staff. Hear about how BOSS is leveraging more than 20 years of on-boarding experience in the industry to help Advisors translate data and transition between platforms, getting Advisors operational on the parts of Orion most relevant to them quickly and effectively. Meet and ask questions with President Mike Kelly and COO Bethany Spencer-Smith of BOSS. Meet an Advisor using BOSS for Implementation support and hear first-hand how BOSS is helping them hit the ground running with Orion!

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August 2017

Orion Fuse Integrations: Adding Scale to your Back-Office with BOSS

August 7 @ 1:45 pm - 2:15 pm

Learn all about our outsourced expertise service model from Senior Management at the BOSS team, including President Mike Kelly and COO Bethany Spencer-Smith. Features include an assigned single point of contact who learns your business needs and provides tailored support and assistance, quarterly billing and report facilitation, and human backups to compliment your data back ups. Hear how our low rates can help you redirect your existing resources towards more client or profit-generating tasks while still saving you time, money and sanity. Learn about our periodic best practice guidance. Meet an Advisor currently utilizing BOSS’ Orion services and hear first-hand how BOSS is helping to streamline their processes and improve back-office efficiency through top-shelf service and support!

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Laser App Financial Services Conference 2017

August 14 @ 8:00 am - August 16 @ 5:00 pm
Palace Hotel, 2 New Montgomery St.
San Francisco, CA 94105 United States
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For the first time ever, Laser App is inviting all financial service professionals to its annual conference. This fun and relaxed event focusses on leading FinTech solutions available to independent financial firms and professionals. Discussions at this event help guide the decision-making process for technology for home-office and advisors out in the field. Custom activities during the event create an optimal balance of industry insight and enjoyment.

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XYPN Conference

August 28 @ 8:00 am - August 31 @ 5:00 pm
Fairmont Dallas, 1717 N. Akard Street
Dallas, TX 75201 United States
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In our inaugural year, #XYPN15 exceeded participation expectations. In 2016, we blew the doors off. Early estimates predict a roof-raising event in 2017. Why do attendees and vendors rave about our annual event? It's accessible. Our goal is to keep prices affordable so our event is inclusive of everyone from newbies to industry veterans It's casual. Leave your suit at home. We're t-shirt & shorts people. Seriously. It's in Dallas in August It's productive. We deliver top-shelf content for financial advisors who want to start, run, and grow their own, independent financial planning firms

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September 2017

Orion Ascent 2017

September 18 @ 8:00 am - September 20 @ 1:00 pm
Westin Kierland Resort and Spa, 6902 E Greenway Pkwy
Scottsdale, AZ 85254 United States
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Ascent is the best place for Orion users to reach new heights in their understanding of how to use Orion. Enjoy three days designed to empower attendees with actionable training sessions to further their knowledge of the Orion platform and gain deeper insights into the financial technology industry overall.

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eMoney Advisor Summit 2017

September 25 @ 8:00 am - September 27 @ 5:00 pm
Fairmont Scottsdale Princess, 7575 East Princess Drive
Scottsdale, AZ 85255 United States
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At the eMoney Advisor Summit, the Experience is front and center. Not just the experience your clients have with your service, but the experience you've created for yourself within your business. And with technology-enabled wealth management solutions, you have the tools to enhance these experiences right at your fingertips. Let us show you how. This year's conference promises hours of training, activities, and continuing education that will help you develop strategies to deliver an unmatched experience for both you and your clients. Attendees are invited to participate in one-on-one consultations, different interactive eMoney breakouts, partner presentations, workshops, panel discussions, keynotes, case studies and more!

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Junxure Advisor Conference 2017

September 28 @ 8:00 am - September 29 @ 5:00 pm
ARIA Resort and Casino, 3730 S Las Vegas Blvd
Las Vegas, NV 89158 United States
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Two days of best practices, panels, and real-world technology solutions. More hands-on, interactive training hosted by the Junxure Trainers. A user group lounge for networking with other advisors. The Junxure Jenius bar staffed with dedicated tech support and trainers.

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October 2017

Fearless Investing Summit

October 4 @ 8:00 am - October 7 @ 5:00 pm
Hyatt Regency Lake Tahoe, Humboldt-Toiyabe National Forest 111 Country Club Dr
Incline Village, NV 89451 United States
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Discover the latest developments on financial advice from world-class leaders and network with over 400 investment professionals from around the country. The Fearless Investment Summit is Riskalyze’s first user conference and is geared towards empowering advisors by hearing from dozens of thought leaders, 30+ breakout sessions, and it all will be focused around the four themes of Riskalyze Best Practices, Investment Trends, Practice Management, and Regulatory Issues.

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