2024-07 Client Portal Overview

In case you missed it or need a refresher, you can find a recording of the Orion Spotlight webinar by clicking the image below! We appreciate your questions and feedback. You can reach us at orion@xyinvestmentsolutions.com.

Article that is referenced:

https://orionadvisorservices.my.site.com/OrionSupportApp/s/article/Orion-Client-Portal-and-Financial-Planning-Onboarding-Guide