New Billing App - November 2024

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.

Additional Support article that go along with this presentation:

• https://orionadvisorservices.my.site.com/OrionSupportApp/s/article/Billing-App-Overview
• https://view.highspot.com/viewer/65c3b6ea9a2d2a962da1b6ad

• Another billing video presentation for your review if needed: