Your Proposal Generation Process Just Got Better

To help you better meet the needs of your firm and your client’s, we’ve empowered you with a more modern, more flexible, and more intuitive way to win and onboard new clients.

Join Brian Towner, Director, Strategic Planning Advisor Experience, and Michael Nixon, VP, Regional Director as they showcase three key enhancements to the Orion Proposal Tool:

• Customization: Access a new and improved design and more flexible output options
• Risk Assessment: Easily stress test and show client’s if they are taking on more or less risk than they should.
• Integrations: Leverage the Orion Planning and Orion Risk Intelligence integrations to help build your clients full financial plan.

0748-OAS-3/14/2023

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