All right. Well, welcome back to part two of our our Tech Innovations of 2023 webinar and part one if you were able to join us, we went through a couple of the key innovations that we've made related to our financial planning client portal and proposal tool. If you haven't had a chance to view that, please go back. We we sent out links to that you have access to to view that and it's it was recorded. So please spend some time getting a sense of some of the things that have changed on that side. Part 2, today we're going to dive a little bit deeper into some of our core functions related to trading, compliance, custom indexing and a couple of other items. You know, we've made some big strides within the platform, not just within our trading side, but related to how we think about managing assets and how we think about taxable situations and high net worth clients. And that custom indexing piece I think will be really interesting for a number of you. So thanks for taking time out of your day to do this. I'm going to pass some time over to my colleague and we'll get going on the webinar. Thanks, Sean. I'm very excited to talk about the new capabilities we have added to Eclipse today. We have been working for a long time to solve for money markets and to solve for being able to trade away at from 1 broker and allocate to another. So we're going to jump into that here. We have a couple of support articles that we will reference later on that you will definitely want to use to help you set it up. And as always, we encourage any questions in setting any of these up to be directed to our SME trading team as well. So I'm going to go ahead and jump in and we're going to show money market trading in Eclipse, OK. So one of the issues that we've been seeing a lot lately for advisors is you know how do I get cash to work for me with these higher interest rates. So instead of. Wanting to leave excess cash in a portfolio just in custodial cash, a lot of advisors want to get that money or that cash into a money market, try to take advantage of these higher interest rates while that money is parked. So in response to that, we created a money market feature trading feature in Eclipse. And I'm going to show you how to set that up briefly. Again, the support article is going to be a lot more detailed, but as we talk about some of the setup, I'll explain more how it works. So from the Eclipse overview screen, we're going to go to the administration tab and then into our preferences, and we'll have custodians and brokers right here. I'm just going to choose one Fidelity, Load the preferences Fidelity for Fidelity. In our preference screen, you can always use the search feature at the top if you don't feel like scrolling under custodian preferences. They're not too long, so I'll just scroll to the bottom and you'll see trade tools and money market trading right here. In this case, we already have it turned on for this particular database in this particular custodian, and we've already added some money market funds to save time. You can see we've added FDRXXFZCXXFRGXX and so on. And you'll see here that basically we've been able to put in the minimal minimum initial investment for those funds. So the idea here is you could take any mutual fund we assume most likely a money market mutual fund, and you can designate that particular security to be a tradable money market fund and so. That way that money market can be used alongside your cash. So in this example, FDRXX is a Fidelity money market fund that we're using as an example that has a $10,000 minimum initial investment. And these are just different share classes of money market funds. So the way the system would work is you'd put those, you you go in and you designate whichever ones of those mutual funds you want to be considered as a tradable money market, and then you come into this preference. And set their initial investments and then below that you're going to add new allocation. And this is really kind of the heart of the feature and what it what it is, is you know, kind of in this first example, if the cash target in a, let's say a particular portfolio, you target cash from about half a percent up to about 1% of cash. You can then tell the system what percentage of that cash target you want to be held in the money market. So in this first example, say you had a 1% cash target for your portfolio. Your money market target is 75%. So if 1% of your portfolio was $100,000 that was in cash and previously it just had to sit in custodial cash. Now when you run a rebalance, the system will put 75%, so you know. Out of that $100,000, seventy $5000 would then go into the money market that you designated to be the tradable money market and the other 25,000 would just be in custodial cash. That way that you're utilizing that higher interest rate and then the system goes ahead and creates that buyer that sell for that money market for you. So basically you're getting to say you know of my cash target, I want X percent. To be held in a money market. So if you went to go buy, if you had excess cash and you were going to go buy into your model, you know it would sell that money market fund. If you were pulling cash out, it's going to raise into that money market fund. So that's that's kind of the the setup there. Real quick, I'm going to flip over to another screen and I'm going to show how you can go ahead and find that symbol so in your securities. Table in Eclipse, we're just going to pull up FDRXX. I'm going to double click on it and the new features you'll see here is the tradable money market on or off checkbox. They do have to be set as custodial cash in Eclipse in order for this to work. But basically we turn that that checkbox on designating that this, this particular security is able to be set as a tradable money market fund. That's that's the basic usage of. Of this, there's a lot more to it like I said and it is detailed a lot in that support article that will be referenced on this video. And if you have any questions, again please reach out to the SME trading team as they can assist with this setup and then also can talk you through any logic questions or anything like that that you have when it comes to actually trading the money market funds, so. We're really excited. This is something that has really caught fire with those of you who are really trying to figure out how to utilize this, these higher interest rates. We think the timing is great. We really, really encourage its usage. Soon we will look to release an additional portion of this tradable money market fund feature which would. Allow you to designate a certain part of your set aside cash to be in a tradable money market. So I do want to make sure you understand that for now this just is going to apply to rebalances not your set aside cash. So it's just something that I think we get a lot of questions about right off the top. With that, I'm going to switch gears and we're going to talk through the new trade away feature as well. In Orion trading Eclipse so trade away is essentially being able to execute your trade at 1 broker and then allocate somewhere else as is the the main use case there. So under our Custodians and Brokers Administration, Custodians and Brokers section of Eclipse we have Fidelity here and all the preferences that are generally found on the custodian page. The new preference is right here. It says allow trade away. When you check this one, you get to then fill out which default executing broker and which default allocation destination you would like. So again for those firms who utilize this particular strategy, you can now have this automatically set so that when you create your trades, the system already knows that you're wanting to execute in one place and allocate into another. The way that kind of looks, I I made a couple of trades in a Fidelity account. So here's a bunch of trades on the Trade blotter that are with the Executing Broker of Fidelity. You can see my allocation destination is CTM, so it's definitely somewhere else. And this is done in the Blocks tab of your Orders grid. So you still create your orders just like you always have, but once you process your orders and they go to the Blocks tab, from here you can make sure that those executing Broker and allocation destinations are what you want. And you can go ahead and execute from from this spot. One other good thing to know about this one is if you did have trades from multiple custodians, but they're the same action, so they're they're both buys and they're both of the same ticker symbol, you can do trade away groups. So you can right click and you can group and trade away, which is just another part of this feature that is really great. We're really excited about these two new pieces of development into Eclipse trading. They're designed to really help our clients execute their trades in a more specific way with the trade away with money market trading. We are continuing to work on Eclipse. We're continuing to make it better. We're paying attention to what's going on in the markets and that's really what drove these two pieces of development. So we're excited about this. We hope you utilize them and I'm going to pass this off to Lewis, who's going to cover compliance. All right. Thanks, Brian. This is Luis Giannini, Senior Director of Product Management at Orion. Prior to joining Orion, I was part of the leadership team that led to the acquisition of basis code Compliance by Orion. And prior to that, I worked at a hedge fund in New York where I was mainly responsible for the operations as well as working closely with their Chief Compliance Officer. Today I'm incredibly excited because we're going to jump in and take a look. At what Orion compliance is, what it does and what we've recently released that we're incredibly excited about that we believe is going to have a big impact on all of our clients. All right, so let's jump on in. So what you're looking at is the landing page within Orion compliance. In a nutshell, Orion compliance is just a complete end to end workflow solution for firm, employee and client oversight and it's comprised of several different modules. So for example personal trading. Personal trading does three things really well. It allows employees within your firm to pre clear. So if they need to pre clear IPOs, if they need to pre clear equities, if they need to pre clear any other security types, they could seamlessly go into Orion. An appliance from their computer or from a smartphone, because of course there are mobile apps and they can begin entering A preclearance ticket by leveraging the Security Master to expedite and fill things out or manually enter it as needed. Once they submit their preclearance ticket, one of three things will happen. It will either be automatically approved, automatically rejected. Or sent to compliance for manual review and that will purely hinge upon the second thing the system does really well, which is intra. Monitoring, right? So if you have for example policies that incorporate A restricted list or front running client trades or de minimis rules, these would all be examples of rules that you'd be able to configure and leverage within Orion compliance. But what you would end up seeing is you log in in the morning with your cup of coffee. And you'll have an action item on AT plus one basis that's scanning all of your trades and then producing results the next day. So when you're looking at this, you know the two most important things that come to mind are what am I looking at and why. What you're looking at are personal trade details from somebody that traded IBM and why you're looking at it is because front running policy was breached or somebody had traded within certain proximity of client trades. The system gives you all the pertinent information and lets you jump in to quickly manage a workflow, make comments, mark exceptions, and have it all roll up into a comprehensive report. The third thing the system does really well with personal trading is your post process review. So think of your quarterly attestation that goes out, where you have employees at your firm attest to their trades, their holdings, their accounts, or some combination thereof. What's interesting about how the system handles this is it gives you a full list of everyone that received it, and automatically pulls in all of their personal trade data for the period, their holdings, their trade requests, their transactions. It also allows you to quickly see everything that they've attested to, including but not limited to trades, accounts, holdings, any outside business activities, any gifts. And the great thing about it is that the system will automatically pull this data in so that the employee nor compliance needs to manually enter it if it's on a direct feed from one of our available custodians. So you have your personal trades coming into the system, you have your client trades coming into the system, and if you're using Orion, you get to harness the power of that ecosystem by bringing that data in quickly and effortlessly by just checking a few boxes. In addition to personal trading, I'd also like to highlight forms. This is far and away one of the most popular tools that we have, and for good reason, and one of the simplest answers is because it allows you to not only. Great customized questions where people can submit them on an ad hoc basis for approval. Think of things like advertising review, trade error correction, even HR purposes. What you're able to do is quickly see the form that somebody filled out. Look at all of the questions, all of the answers including their attachments. Quickly and easily access their attachment and then approve, reject, or return it to them. Maybe you want to pull something down and red line it, reattach it and send it back, but then have it go back to the submitter again with a full end to end workflow and reporting. The reason this is so important is because we've seen a remarkable surge in interest reforms to simplify and consolidate a client's tech stack, where you're able to of course consolidate vendors, remove vendors, and utilize all of the tools in the system for processes you may already have in place elsewhere. I'd also quickly like to highlight certifications and testing so certifications and testing can be used. Of course to certify your attestations with things like initial holdings, Things like compliance, manual acknowledgement, code of ethics and testing can be used to test the controls that monitor your compliance program. So think of things like filings. Think of things like best execution or e-mail monitoring. Again, you have end to end workflow where you're able to document. Findings and exceptions and if you get that letter in the mail where you have to provide further information, you have complete, comprehensive on demand reporting where you can export several different ways including a zip package which includes a folder for each filtered item with a complete end to end audit trail of who was involved, what happened and when did it happen. Now I want to highlight our multi tenant functionality. Of course the system is made-up of a range of different tools, but what's excellent about multi tenant is for firms who are involved in M&A, who oversee multiple common entities or have different office locations, you know think large advisors, large broker dealers, what you're able to do now. Is leverage 1 Orion instance to unify all of your portfolio data, but then use Orion Compliance to allow each entity its own customizable compliance program within Orion Compliance. So each entity or each office can be represented by a different tile, where the parent firm has complete top down oversight of everything that's happening within each entity while also providing that entity the ability. To monitor its own personal trading rules, its own client supervision rules, its own forms. And of course giving the parent company the power in the ability to view key metrics such as a DVAUM dynamically based on the relationship to the different entities as well as push and deliver different content that they've built out to any of those other offices or sub entities that they can use and modify at their. Our own discretion. So again we're incredibly excited about multi tenant. It's really added a completely new dimension to the system for larger firms that want to scale their business, grow their business and implement efficiencies across the board while still allowing that degree of flexibility with those other entities. And those other offices can maintain their own configurable compliance programs. So that's it. Thanks again for taking the time to look at Orion compliance. We're incredibly excited about all of the changes we have on the horizon and look forward to the next chapter. All right, Andy. Thanks, Louis. Hi, everyone. My name is Andy Rosenberger. I head up Orion's custom indexing. Today, we're going to talk to you about all the enhancements that we've made in 2023 for our custom indexing offering before we jump into the technology and some of those highlights. I want to spend a brief 30 seconds here going over what the functionality of custom indexing is and how it can help your client on the side that we have up here in front of us. The way that I like to think about this is more heuristic is grouping the different functionality into into different categories. Here on how to think about use cases of where it can apply to different clients. As you go from left to right, first one is tax transitioning. This would be the idea that you can take a current portfolio of a client and transition it over time to where you ultimately want it to be. That could be a custom indexing portfolio for an index. It could be a model strategy, It could be an ETF that you want to replicate. We have a lot of different functionality that can help you get that ultimate end target of what you're trying to achieve. Second one is tactless harvesting. This is something where we're doing year round tactless harvesting on behalf of your clients. Totally hands off from your perspective, but the idea is rather than waiting until year end, this can be something that's proactively done throughout the year. Values based screen, whether that might be a biblically focused overlay to the portfolio or environmental overlay to the portfolio. We have lots of screens that can be applied to a strategy to really customize it for what's important that end client. And then lastly, investment, customization would be everything from excluding certain tickers. To industries, to sectors to creating your own over with the portfolio. And So what you'll see as we run through the technology is that there's a lot of different ways you can ultimately customize that portfolio for the end client. Now one of the features that we rolled out this year that we didn't offer in prior years is really the ability to redefine how you think about what custom indexing is. And what I mean by that is that in the traditional sense, custom indexing or direct indexing? Is almost always applied to a traditional index. So you want to come in and you want to replicate the S&P 500 or the Russell 3000 or the MSDIO country World or maybe you want to do that, but you want to do it with a tilt towards quality or momentum. And we can certainly do that and we can help you if that, if that's your desire on what you think would be the right thing for the client. And that would be option one and two up here on on this page. But there's a lot of other ways of defining how you can apply custom indexing to a portfolio. And if I spend some time talking about option 345 and six, this would be how we redefine custom index option three ETF publication. There's a lot of great ETFs that have launched over the past couple of years and all those ETFs aren't necessarily passive, passive strategy. Some of those maybe have factor tails or some sort of thematic application to them or maybe they're even active ETF now. Many of those ETFs are also fairly expensive. Sometimes you see these ETFs coming out of 30405060, even 80 basis points. And So what we can do is rather than putting the technology of custom indexing on top of a traditional index, we could come in and we could replicate an ETF or combination of ETF. And so rather than buying that ETF that might be 50 basis points, we can go in and we can replicate that by buying the underlying constituents, applying taxes, harvesting on top of it, applying tax, transitioning on top of it and applying all the other different ways you can customize the portfolio. Option 4, separate accounts, whether it's your own separate account that you run internally or whether it's one that you want to outsource to a different third party provider, we can act as an overlay to that strategy as well. Option five, we start getting into portfolios where maybe you don't want to just own the underlying constituents. When we talk about custom indexing, the idea is really you're buying the underlying constituents like Apple, NVIDIA, Amazon, Google. You're holding those in the portfolio, but it doesn't have to be just the underlying constituents. We can take different ETFs and blend those into the portfolio as well. So maybe now you end up owning Apple, NVIDIA and Amazon, but you also want to blend in some small cap exposure or fixed income exposure or you want to blend in international exposure. Through ETF, we can accomplish that. And then option six would be the idea that maybe you have your own model portfolio that could be an equity portfolio based off ETF. It could be maybe a mutual fund portfolio, maybe a combination, maybe it's an asset allocation strategy. But we can also overlay the technology on top of your own particular portfolios too. And so in prior years where we really came out there with an offering that was much more focused on traditional indices or factor portfolios. This year 2023 was the year we really open that up and not only to apply it to portfolios that may be something that you manage your own on your own or internally, but also think of it like a white labeled approach where these can be your strategies, your intellectual property and really just putting the technology on top of your own thinking. Now before we jump into a quick demo of that technology, some recent enhancements that we made so far in 2023 from a tech perspective and from a process perspective, this year, earlier March, we rolled out our custom indexing technology. Now this technology allows you to go through and in 5 minutes create a proposal for a client or go to custom portfolio or even tax transition of portfolio. We'll run through that here in a second. That proposal technology is also something where you can have your own white label proposal. So this would be your own branding, your own marketing content. It's really geared to how you can tell your story, but do it in a personalized way for that end client. As part of that proposal, we've been hard at work adding additional pages to it. Those additional pages would be things like reflecting the transactions of the portfolio we're talking about the top holdings or diving into the the sector or geographical exposure. So packing in a lot more content into what that output looks like. In addition to some of that front end experience, we've also been hard at work on the back end trying to make sure that we differentiate the Orion technology from the competitors out there. And one of the ways we can do that is through incorporating household level wash sale logic into our portfolio. So not only do the direct index portfolios look at within the portfolio, but they also look at what other registration or accounts within the household are doing to incorporate the logic of is there is there a wash sale and do we need to get to trade around that security. And that's something that really only a firm like a Ryan can do because we see all the accounts in that household launch points. We want to make it, it's easier and easier to be able to use the Orion system to be able to run a proposal or set up an account. So we'll show you that here in a second. Client fee debiting, we had been previously invoicing firms when it comes to paying for custom indexing. We now offer the ability to debit the account directly. We've been listening to feedback that was something to clients were really looking for and we now have that offering for our clients as well. Proxy voting, proxy voting, we can vote on behalf of your client, whether they're a Schwab or Fidelity. That's something that we now offer as well. And then the the latest thing which we'll be rolling out here very shortly, which I'm super excited about, is we're also going to be able to show hypothetical performance of the various tax transition portfolios that we could offer. And so when you're transitioning A portfolio and you're looking at the capital gains that may be created and the tracking or the associated with that portfolio, you now have another layer to be able to dig into it and say how that portfolio has performed historically if they pick the various options with that, what I'd like to do now is jump into the actual technology and run through a quick demo. OK. So what I'm going to do is I'm going to launch into this as if it were an existing client. So there's a couple of ways you can do that. For today, I'm going to show this as we're going to the portfolio view. So I'm going to come in and I'll pick the custom indexing client that we have set up in here. Now this doesn't have to be a custom indexing client that you launched on. It could be really any account in the system. If it's feeding over from the custodian into the RAN system, it's as simple as running a couple of clicks, hitting a couple of clicks to the buttons. We can also do this as a prospect. I'm not going to show that for today, but we certainly have to run through that if you want to definitely. Now when I come to the account at the very top, I'm going to click the three little button and I'm going to launch custom indexing. Launching the custom indexing will bring you into this technology that we're going to run through here quickly. If you try and do this along with me and you find that you get a marketing banner that comes up that means that you're not set up to use custom indexing. Please reach out to the team to your contact airline. We'll certainly have the conversation on how we can get your your particular user or database set up. When we launch into the technology, you're presented with a couple of options on how to move forward. Now by presenting a couple of options on how to move forward, what we're doing is we're asking the question of what are you trying to accomplish and that way we can ask the right question and then structure the output to be appropriate at the end. If we want to do something like transitional portfolio for multiple years, for example, we want to know how many years you want to transition. And then ultimately do you have any sort of capital gain budget that you want to use along the way? For today's purpose, I'm going to go through the tax transition solution. And by doing that, if I choose the wizard here at the top, that's going to provide a really great experience where you can get multiple options at the very end that you can pick from. So we'll launch into it and the first thing that it's going to do, it's going to take a look at whatever portfolio you have. It's going to pull in the holdings along with all the gains and the losses that might be associated with that portfolio. Here we have a $909,000 portfolio with $113,000 capital gain. Now within this, let's say that you want to make a couple of changes to it along the way, that's totally fine. Maybe you have a position in, let's say an ETF or a mutual fund that you want to add to it. The client's going to be contributing to it, let's say 500 shares and let's let's say that this particular position has $100,000 cap on cost and it was bought on the 1st of 2020. So you can make edits to this or changes to it as you need to. Just because it's an existing account doesn't mean that's what you have to necessarily push through. So once we have the holdings, we'll go through and now you can start to customize the portfolio. Customization could mean everything that we had talked about earlier from you want to exclude certain tickers to maybe that you want to put a certain do not buy restriction or maybe you want to target a weight. You can do that within the system and anything that you can do with a ticker level, you can also do at the sector or industry level 2. For example, let's say that a client worked in the technology industry and they don't want to have any more than 30% of the portfolio allocated to technology. Additionally at the bottom we have different environmental faith-based really values based restrictions that you can apply to the portfolio as well. And then at the top we have a handful of quick selects that you can pick from which we'll go through and select the restrictions that would apply to that particular persona. Those quick selects are just that if you want to then make edit to it, you want to take them off or you want to add additional, feel free to go ahead and do that as you need to. Next we get into the strategy that you want to pick from. Now we have a handful of different portfolios available within the system. What I'm going to do is I'll just pick a large cap strategy and then you can compare and contrast what that would look like on the right to verify that indeed the portfolio that you're looking for. Now speaking to that on one point, that list of available strategies, that's going to be specific for your firm. What you have set up might be different, might be limited, might be very expansive. It could be your own branded strategies, it could be strategies which are branded to Orion. Just know that that ties back to the idea that we really put the custom in custom index. It could be a passive portfolio. It could also be your target portfolios speaking to that slide we had opened up with earlier. Lastly, we have the ability to go in and change the number of holdings that you want in the portfolio. Let's say that you want to dial down the number of holdings or you want to dial it up because they're interested in a lot of taxes, harvesting and then the tax rate. What I'm going to do is I'm going to click build portfolio and this will run through and spend a couple of seconds to create that optimization. And what it's ultimately doing the back end, it's not creating just one recommendation, it's actually creating up 12 different recommended portfolios that you can pick from. And the idea behind having several different portfolios is that if you've tried to do this by hand through Excel or even a third party, you probably have found this to be a pretty painful experience where you're iterating many times back and forth trying to come up with what that right portfolio will look like. You try something, you see what it looks like, you get a little bit closer next time, a little bit closer the third time and you end up spending a lot of time, a lot of waste of time trying to come up with what that recommendation would look like. What we want to do is we want to eliminate that time, we want to run a handful of portfolios up to 12 different portfolios that you can then look at. It's like which one you think would be the right portfolio and that trade off those different options will be the ability to to to compare what the capital gains of that strategy would look like versus what would be tracking error of the portfolio be. Think of it like lowering capital gains, higher tracking error, higher capital gains, lower tracking error. And the idea is that you can pick from which one you think would be the right one for that particular client. Now that's finished running. What you'll find is that in this particular scenario, we came back with seven different portfolios. On the far left, we have the portfolio with the least in capital gains. And in fact, in this case, you're realizing a bunch of losses, nearly 150,000 in losses, but you have a fairly high tracking error or tracking difference to the underlying target strategy. As we go from left to right, we're going to realize more in capital gains and we're going to get closer and closer to that target strategy that we had selected. Now what's nice about this is even with a scenario scenario where you're realizing the most amount of capital gains, you're still able to save a lot in taxes by incorporating those legacy positions in the portfolio. We're going to default the recommendation to the portfolio closest to A2 tracking error. But if you want to come down and decide that maybe that's not the right portfolio, you can go in and you can change that and have a different recommendation. Or in the case of being able to show a couple of options to the client, you can come in and you can actually show up to three different portfolios within that proposal output at the top we have characteristics of the portfolio. Then we get to the tax information allocation, dial box sectors, holdings, risks and then what's being bought, what's being sold within the allocation. Lastly, to finish it up, here at the bottom right you can download the proposal or if we were going through this as if you were setting up an account, you'd actually be able to just click accept and allocate and then have everything to be selected applied to the portfolio when it's built out. Now that the proposal has finished downloading, when we come in we have a few stock marketing pages of which we can now have your own pages added to this proposal output as well. So if you want to talk about your firm, talk about your investment philosophy and overview of your firm. So we can easily include that in these first couple of pages. Then as we get down into the recommendation, we start talking about the customization to the portfolio tax rate. And then because I had selected three recommendations for that proposal output, we have three recommendations that pull into the proposal. In this case, the primary one that we selected had a loss to it was to a $55,000 loss, 3% tracking error. The characteristics, really though, the most important page is when it comes to a transition, we can now be able to quantify what is the value add from being able to show from being able to incorporate those positions for the client. In this case, if they would rip the Band-Aid off and sell everything, they're going to pay about a $42,000 tax bill, unrealized gains times tax rate minus the losses you get to the bill. What we're going to do though is we're going to realize the net loss of $54,000 or so differently. We're going to have a tax credit of $11,000. When we compare that $42,000 tax bill against the credit from our loss realization, we're going to save that client close to $52,000, almost $53,000 in tax. And so the nice thing about this is you're really taking now what would otherwise be a cost to make a change for that client, turning the narrative on its head and talking about the benefit to that client. And then lastly, the next couple of pages will go through and show the risk, the holdings, the sector information and then what's ultimately being bought, what's being sold within the portfolio, all new pages that were recently added to our recommendation here on the output. So with that, I want to thank you for your time and I'm going to turn it back over to Sean to wrap it up. Thanks for that overview. As you can see, a lot, like I mentioned the beginning of the call, a lot has been updated, changed, adjusted and there's much more to come, just like we do in our monthly release notes there, there are all sorts of innovations that are taking place at Orion. It's a very exciting time to either be a partner of Orion's or to be a considered partner of Orion's if you're looking for a new technology stack. So we hope this was beneficial. Like I mentioned at the beginning of the call, if you didn't have a chance to watch part one, I'd encourage you to go back and see some of the adjustments and changes. And tech innovations that we've made over the course of this year on some of the other aspects of our platform, if you do have any questions or you'd like to schedule time with our team for a more in depth webinar specifically tailored to your firm and understanding the needs of your firm, please click on the screen and schedule some time with us. And we'd love to to walk through and understand a little bit more about what your firm's dealing with today. So with that, we'll wrap it up. Thanks everybody for joining our Tech Innovations webinar for 2023. We'll wish everybody a great rest of the day and we'll talk soon. _1732262952738