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December 2016

MarketCounsel Summit

December 5 - December 8
FontaineBlue,
4441 Collins Ave
Miami Beach, FL 33140 United States
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The MarketCounsel Summit returns to the Fontainebleau Miami Beach from December 5-8, 2016 for what will again be the industry's most explosive event. We invite you to join us for this unparalleled opportunity to learn from our powerful agenda and speakers and, most importantly, engage in intimate networking among the industry's leading growth-oriented firms. With the drastically-evolving regulatory landscape, a controversial election cycle, and emerging new business opportunities, we'll tackle all of the hot issues head on. This is one event you will not want to miss.

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Bill Generator Over-view

December 6 @ 1:00 pm - 1:30 pm

This is the third preview of the Bill Generator and its capabilities.

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December 2016 Tech Lab

December 7 - December 8
Orion Headquarters,
17605 Wright Street
Omaha, 68130 United States
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December 2016 Tech Lab Registration

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December 2016 Tech Lab

December 7 - December 8
Orion Headquarters,
17605 Wright Street
Omaha, 68130 United States
+ Google Map

Register Here

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Quick Trades

December 8 @ 1:00 pm - 1:30 pm

Learn about Orion’s Quick Trade tool...the fastest way to trade a single account. Do rebalances, raise or invest new money, or do a swap or liquidation in just a couple clicks!

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Forecast Billing

December 13 @ 1:00 pm - 1:30 pm

In-depth look at the Forecast tool and how to use it.

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Goal Based Reporting

December 14 @ 1:00 pm - 1:30 pm

Review of Orion’s new goal based reporting capabilities and the two phase one sub-reports developed in conjunction with goal/assumption based calculations.

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Swaps and Target Percent Trades

December 15 @ 1:00 pm - 1:30 pm

Learn to use Orion’s Swap and Target Percent tools to assist you with making tactical moves like specific model changes or even tax loss swap trades.

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Implementation Billing

December 20 @ 1:00 pm - 1:30 pm

What happens in the implementation process with the Billing Team.

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Report Batch Tool/Quarter-End Dashboard

December 21 @ 1:00 pm - 1:30 pm

Quarter-end is upon us. In this webinar we will be reviewing the Report Batches application as well as the Quarter-End Dashboard to prepare your firm for the most efficient quarter end you have experienced to date!

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