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December 2018

Eclipse Demo

December 11 @ 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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Brand-New Report Builder

December 11 @ 1:00 pm - 2:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Our brand new Report Builder provides a level of customization unlike anything you’ve ever experienced. Learn how to replicate some of your standard reports-- all in less time and with more custom features to brand your firm and amaze your clients. Orion’s Report Builder will change the way you create and run reports.

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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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Create a Collaborative Client Experience Through SaleMove’s Integration with Orion

December 14 @ 1:00 pm - 2:00 pm

In this webinar, Orion partners with FUSE 2018 “Best in Show” winner SaleMove to showcase their digital customer communication technology on the Orion platform. See how you can: • Provide your clients a seamless and personal experience through co-browsing, live observation, and screen-sharing tools • Leverage this technology within Orion’s Client Portal at no additional cost, or upgrade for even more robust capabilities to collaborate with your clients

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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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Brand-New Report Builder

December 18 @ 1:00 pm - 2:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
+ Google Map

Our brand new Report Builder provides a level of customization unlike anything you’ve ever experienced. Learn how to replicate some of your standard reports-- all in less time and with more custom features to brand your firm and amaze your clients. Orion’s Report Builder will change the way you create and run reports.

Find out more »

ASTRO

December 19 @ 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 »

January 2019

Eclipse Demo

January 8, 2019 @ 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 »

Brand-New Report Builder

January 10, 2019 @ 1:00 pm - 2:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
+ Google Map

Our brand new Report Builder provides a level of customization unlike anything you’ve ever experienced. Learn how to replicate some of your standard reports-- all in less time and with more custom features to brand your firm and amaze your clients. Orion’s Report Builder will change the way you create and run reports.

Find out more »

ASTRO

January 16, 2019 @ 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.

Find out more »
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