RIA Webinar presented by Orion: “How Can You Enjoy Your Business Again?”

Join Orion for “How Can You Enjoy Your Business Again?” on Wednesday, Feb. 8 at 4 p.m. ET. 

Orion’s integrated portfolio accounting platform was built specifically for advisors who value rapid access to accurate timely data and a solution tailored to an RIA firm’s unique value proposition. In this webinar, Orion describes how it integrates portfolio accounting and rebalancing solutions with CRM, financial planning and custodial systems.

Click here* if you would like to register for this webinar.

 

About the presenter:

Eddie Sempek has worked in many roles at Orion and presently oversees the team of technology consultants. He enjoys helping firms in their strategic planning and implementation of technology.

* By clicking on this link, you understand you will be redirected to Orion, a third-party website operated and maintained by Orion. Scottrade and Orion are not affiliated.  Orion’s website contains information that may be of interest or use to the reader. Third-party websites, research and tools are from sources deemed reliable; however, Scottrade does not guarantee accuracy, completeness or timeliness of the information, is not responsible for statements, offers or products issued and makes no assurances with respect to the results to be obtained from their use. No information presented constitutes a recommendation by Scottrade or its affiliates to purchase any product or instrument discussed therein or engage in any specific strategy. Please research any product or service carefully before purchase.

Scottrade® Advisor Services is a division of Scottrade, Inc. All products and services offered by Scottrade, Inc.-Member FINRA/SIPC.

For institutional use only.