An Insider Look: The Exponentially Growing Orion Client Portal

The client experience is one area that you can’t afford to skimp on. Your clients are at the center of everything you do, so it’s imperative that you have a Client Portal that meets their needs and expectations. As we see incredible growth rates of the Orion Client Portal, come and see what you are missing out on! Brian Morgan, CFP® will provide a demo of the Orion Client Portal, including our advisors’ favorite features such as best-in-class integrations, performance reporting, and financial planning, and our newer features such as the mobile app, newsfeed, and automatically uploading custodian statements. Brian will be available to take your Client Portal questions and share investor-facing resources that make switching to the Orion Client Portal easy peasy.

*Based on a study of Orion Client Portal and Orion Planning firm usage from March 2020 to March 2022

The CFP ® designation is a professional certification for financial planners conferred by the CFP Board. CFP® professionals have completed extensive training and experience requirements and are held to a rigorous ethical standard, while understanding the complexities of the changing financial climate, and know how to make recommendations in their client's best interest. To learn more about the CFP®, visit https://www.cfp.net/home.

0450-OAT-3/14/2022

 

 

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