Orion Communities Model Marketplace: Top 5 Questions and Answers
The Orion Communities Model Marketplace webinar addresses the top five questions about accessing the platform, passing strategist fees to clients, selecting strategists aligned with client goals, executing trades in Eclipse, and staying updated on new strategists, providing advisors with a comprehensive guide to leveraging this robust third-party strategist marketplace while retaining full trading discretion.
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Orion Communities Model Marketplace: Top 5 Questions and Answers
Advisor Tech
February 5, 2021
February 5, 2021 04:28 AM
Topics:Financial Technology
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Have you been considering using a model marketplace to best meet the unique needs of your clients? Watch as we answer the five most popular questions regarding Communities, Orion's robust model marketplace, which marries unprecedented access to leading third-party strategists with the ability to retain full trading discretion.
In this webinar, we cover the five "hows" that everyone wants to know:
- How to gain access to Communities
- How to pass strategist subscription fees on to clients
- How to select strategists to align with client goals
- How to execute trades in Eclipse
- How to stay informed about new strategists who join the platform
0423-OAT-02/04/2021
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