Introducing Dimensional ETFs on the Orion Eclipse Platform
The webinar featuring Althea Trevor from Dimensional and Ben Frantz from Orion introduces Dimensional’s new ETF lineup and demonstrates how advisors can leverage the Orion Eclipse platform to address evolving client expectations by streamlining trading, rebalancing, and enhancing value propositions amid rapid technological advancements.
Join Althea Trevor, Senior Investment Strategist and V.P. from Dimensional, and Orion's Ben Frantz, V.P. of Business Development, for an introduction to Dimensional’s recently launched ETF lineup, as well as a look at how you can leverage Orion Eclipse to help meet growing client expectations.
During this webinar, you’ll learn:
- Trends, challenges, and opportunities given rapid technology advancements and rising client expectations
- How advisors are taking a hard look at their value propositions to deliver greater value to their clients
- Dimensional’s recently launched ETF lineup and upcoming ETF Conversion
- How to use technology to streamline trading and rebalancing of model portfolios