October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.
Beginning on February 24, eMoney Advisor and Orion Advisor Services, LLC are hitting the road to host a series of informative workshops on the power of emX’s fully integrated solution.
With stops in five cities and featuring teams from both eMoney and Orion, these workshops will cover all the benefits of our integration.
Learn why the industry’s top advisors rely on eMoney and Orion to meet their wealth planning and portfolio accounting needs.
See how our new deep-data integration will streamline your operations and save you valuable time.
Experience the power of a comprehensive, fully integrated practice management desktop.
So mark your calendars and don’t miss the chance to see how Orion and eMoney can improve efficiency in your business.
Visit our registration page for a complete list of dates and cities or to sign up for the nearest event.
These events are sponsored by eMoney Advisor. You can contact them at:
To learn more about Orion Advisor Services, LLC, contact them at: