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February 2019

ASTRO

February 27 @ 11:00 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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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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March 2019

New User: Manage Your Users

March 13 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Join us for an overview of how to create Advisor, Representative and Client Level users in the Manage Users App, along with managing specific Roles and Privileges associated with your users.

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