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June 2019

Eclipse Demo

June 25 @ 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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Platform – New User: Orion Connect Overview

June 25 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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New user? There’s no better place to start than here. Our team will take you through the basics of what you need to know so you can get up and running with Orion fast.

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Eliminate Duplicate Data Entry with Orion & Redtail’s Automated Two-Way Sync

June 26 @ 11:00 am - 12:00 pm

You have enough to worry about as a financial advisor; you shouldn’t lose sleep wondering if the contact records in your Redtail CRM match the data in Orion. That’s why we’ve deepened our integration with Redtail to include an automated two-way data sync. Now, contact record updates you make in either system will automatically flow through to the other, saving you the trouble of updating both systems. If you’re using Redtail and Orion, this is an integration you’ll want to use. Join our webinar to find out how to start using it today.

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

June 27 @ 11:00 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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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.

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Billing – Prepare for Quarter End Billing

June 27 @ 12:30 pm - 1:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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This webinar includes a review of Billing Audits, how to run a Forecast, reconciling Audit Files, and how to utilize Billing Tools for a successful Quarter End!

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July 2019

Eclipse Demo

July 9 @ 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 »

Take Days Out of the New Account Process with Schwab & Orion

July 12 @ 11:00 am - 12:00 pm

We’re constantly looking for ways to help you keep up and improve your day-to-day operations––that's why we’ve built a digital account opening integration with Schwab that lets you open accounts more efficiently by pushing data directly from Orion into Schwab’s account open workflow, while reducing the chance of errors and the need for manual data entry. Join this webinar to see how the process that used to take days now takes just minutes, giving you more time to focus on your clients.

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Build Custom Tax-Advantaged SMA Portfolios with ASTRO

July 17 @ 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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Eclipse Demo

July 23 @ 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 »

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

July 25 @ 11:00 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
+ Google Map

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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