April 2020 - Product Updates Webinar

Join us on May 19th at 10:30am CT to see the updates released in the month of April, including Risk Tolerance Questionnaire, a brief 7 question workflow that can be sent to prospects and clients! We've also made additional changes to the Orion Planning Portal, including reporting only accounts, and displaying the assigned custom Orion asset class/category colors in the portal!


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