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From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.

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TAMP Talks: Charlotte, NC

October 22, 2019 @ 11:00 am - 1:30 pm

Open to all advisors, the 2019 TAMP Talks will bring together practice management experts and the Orion Portfolio Solutions teams who will deliver sessions on:

  • Evaluating technology to support firm’s front and back office operations
  • Steps to simplify UMA processes through MMS
  • New and improved technology, including an enhanced proposal system, more intuitive reporting options and financial planning capabilities
  • Upcoming product releases such as direct indexing capabilities, custom SMA solutions, and a suite of turnkey UMA portfolios
  • The latest trends in investment management from leading third-party strategists, such as: Advanced Asset Management Advisors, American Funds, Appleton Partners, Clark Capital Management Group, CLS Investments, Cougar Global Investments, Efficient Market Advisors, Horizon Investments, Ladenburg Thalmann Asset Management, Loring Ward, Main Management, Meeder Investment Management, Ocean Park Asset Management, PIMCO, Russell Investments, Toews Corporation, and Wilshire Associates.



October 22, 2019
11:00 am - 1:30 pm


Orion Portfolio Solutions


Del Frisco’s Double Eagle Steakhouse
4725 Piedmont Row Suite 170
Charlotte, NC 28210 United States
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