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November Product Release Review
As part of Orion’s November Software Update, we’re expanding your toolbox with brand-new solutions—not to mention upgrades to some of your favorite apps, integrations, and more. Join us on November 26th to hear about all the big ticket enhancements, including:

-A preview of our new product and development process and how you’ll get your favorite tech even faster
-Updates to Advizr, headlined by the ability to view investment performance data alongside planning data in one cohesive environment
-Improvements to Eclipse, including the addition of FIX Algorithmic Trading (Algos), a new depletion method, partial location optimization capabilities, and more intuitive preference settings
-Custom Imports 2.0 gives advisors greater autonomy and efficiency when updating data en masse with easy-to-use template, in-depth error messaging, and the option to make on-screen changes.
-Big-time integrations with Experian, Salesforce, Schwab, Supernova, factorE, LifeYield, Glia, Totum and Benjamin—sure to operationalize your processes and differentiate your offerings from other advisors
-Unprecedented visibility into critical report payout information for any period of time through a new billing dashboard

We’re looking forward to sharing these new updates with you soon!


Nov 26, 2019 01:00 PM in Central Time (US and Canada)

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