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Ascent Meets MoneyGuide in Charlotte

Dates

April 25-26th
2019

Location

Charlotte Marriott City Center
100 W Trade St
Charlotte, NC

Cost

Registration Pricing: $399
Negotiated Hotel Pricing:
$185/night +tax

Our second Ascent on the Road stop of 2019 will be to Charlotte, North Carolina! MoneyGuidePro is joining us to share insights about how to leverage both our technologies to create a customer experience your clients won’t forget.

MoneyGuide

MoneyGuide is a collaborative internet-based financial planning software that offers a unique client-centered approach. The goal-based planning approach is meaningful to the client and more productive for the advisor.

Orion integrates with MoneyGuide by pushing Household/Account level data in MGP for use in financial plans. Then Orion can pull back Financial Plan report elements including the Plan Summary, Monte Carlo Results, Net-Worth Summary, and Insurance Information into the Report Builder, Insight, and Client Portal Apps. Money.

Orion + MoneyGuide Agenda

7:00 AM  -  8:00 AM
Registration & Breakfast Buffet (I)
Conference Foyer
Please stop by the event registration desk in the Conference Foyer for your conference materials. A breakfast buffet will also be served in the Conference Foyer.
 Optional 
8:00 AM  -  8:30 AM
Kick Off & Welcome (I)
Charlotte A-D
Grab a seat in Charlotte A-D as we kick off the event!
 Optional 
8:30 AM  -  9:30 AM
Keynote Speaker (I)
Charlotte A-D
The Keynote Speaker in Charlotte A-D is TBD. Stay tuned for more information!
 Optional 
9:15 AM  -  9:45 AM
Joint Fuse Session Orion/MoneyGuidePro (I)
Charlotte A-D
Orion and MoneyGuidePro will present in Charlotte A-D.
 Optional 
10:15 AM  -  11:05 AM
Consult Room Open (A)
Charlotte F
Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in CLT F. No Appointment? Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Charlotte F. No Appointment? Don’t worry, just stop in and we will work you into the rotation.
 Optional 
10:15 AM  -  11:05 AM
MGP Session, Creating a 5-Minute Prospect Plan (A)
2nd Ward
 Optional 
10:15 AM  -  11:05 AM
MGP Session, Exploring MoneyGuide Solutions – One, Pro and Elite (A)
3rd and 4th Ward
 Optional 
10:15 AM  -  11:05 AM
MGP Session, Income Planning – Positioning Annuities (A)
1st Ward
 Optional 
10:15 AM  -  11:05 AM
Orion Session, Know the Basics (L)
Charlotte G and H

Orion Set Up, Firm Profile, Portfolio Audit. Learn how to effectively navigate and utilize the Firm Profile and Manage User app.

  • Introducing the foundation apps: Firm Profile, Manage Users, Portfolio Audit
  • Creating user roles, understanding what those roles entail
  • Get familiarized with Options available
  • Leveraging Orion's support staff through chat, Salemove, email, Support and Ascent training
 Optional 
10:15 AM  -  11:05 AM
Orion Session, Reporting & Rebalancing: A Look At Model Construction & Reporting Options in Orion (A
Charlotte A-C
Get an in-depth look at Eclipse’s Household level rebalancing capabilities and then see how you can translate that information to your client reporting through our Target Allocation tool.
 Optional 
11:20 AM  -  12:10 PM
Consult Room Open (A)
Charlotte F
Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Charlotte F. No Appointment? Don’t worry, just stop in and we will work you into the rotation.
 Optional 
11:20 AM  -  12:10 PM
MGP Session, Creating a 5-Minute Prospect Plan (A)
2nd Ward
 Optional 
11:20 AM  -  12:10 PM
MGP Session, Income Planning - Positioning Annuities (A)
1st Ward
 Optional 
11:20 AM  -  12:10 PM
MGP Session, What if Worksheet Tips (A)
3rd and 4th Ward
 Optional 
11:20 AM  -  12:10 PM
Orion Session, Is Everyone Hanging Out with Me?: Unmanaged Assets in Orion (A)
Charlotte A-C
Heldaway, Alternative and Legacy positions, oh my! How do you account for these tricky assets in terms of reporting, performance and trading? We will walk you through the options of bringing these positions onto Orion and then take you step by step through the process of excluding these assets from various parts of the system.
Speakers:
 Optional 
11:20 AM  -  12:10 PM
Orion Session, Talk Data to Me (L)
Charlotte G and H

New Accounts Center & Data Reconciliation. Keep data healthy! Learn about data aggregation, the Interface Reconciliation app and advisors keeping their data clean using the New Accounts Center.

  • Explain how data comes into the Orion platform.
  • How the Interface Reconciliation app will give advisors more control over their data and tracking daily completion.
  • Highlight integration partners related to new account opening process.
  • Best Practices on handling new business once data flows into Orion.
 Optional 
12:15 PM  -  1:15 PM
Lunch (I)
Charlotte A-D
Stop by Charlotte A-D for lunch!
 Optional 
1:30 PM  -  2:20 PM
Consult Room Open (A)
Charlotte F
Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Charlotte F. No Appointment? Don’t worry, just stop in and we will work you into the rotation.
 Optional 
1:30 PM  -  2:20 PM
MGP Session, Key Features for Engaging Clients (A)
1st Ward
 Optional 
1:30 PM  -  2:20 PM
MGP Session, Targeted Solutions Based on Client Needs (A)
3rd and 4th Ward
 Optional 
1:30 PM  -  2:20 PM
MGP Session, Understanding and Presenting Results (A)
2nd Ward
 Optional 
1:30 PM  -  2:20 PM
Orion Session, Don't Panic, It's just the SEC: Keys to Surviving an Audit with Our Compass Tool (A)
Charlotte A-C
No need to worry when those auditors come a-knockin. In this course, we will walk you through a real-life example of the audit process within our compass app and give you loads of helpful tips and tricks to prepare for the fateful day when they show up at your door.
Speakers:
 Optional 
1:30 PM  -  2:20 PM
Orion Session, Let's Build a Report (L)
Charlotte G and H

Start with Asset Classifications (P&P) and then move onto building a basic allocation report.

  • Build a foundation to reporting by ensuring asset classifications have been assigned.
  • Step through the basics of report customization with an allocation report tutorial.
 Optional 
2:30 PM  -  3:20 PM
Consult Room Open (A)
Charlotte F
Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Charlotte F. No Appointment? Don’t worry, just stop in and we will work you into the rotation.
 Optional 
2:30 PM  -  3:20 PM
MGP Session, Advanced Bucketing Strategies – Cash Reserve & Aspiration Buckets (A)
3rd and 4th Ward
 Optional 
2:30 PM  -  3:20 PM
MGP Session, Key Features for Engaging Clients (A)
1st Ward
 Optional 
2:30 PM  -  3:20 PM
MGP Session, Understanding and Presenting Results (A)
2nd Ward
 Optional 
2:30 PM  -  3:20 PM
Orion Session, All Together, Now: Advanced Grouping Options in Reporting, Insight & Client Portal (A
CLT A-C
Need to group accounts together for reporting and performance purposes but not exactly sure how to do so? This is the course for you! We will take you through all of our advanced grouping options (including our new feature, Portfolio Groups) and show you how you can display them in reports, Insight and the Client Portal.
Speakers:
 Optional 
2:30 PM  -  3:20 PM
Orion Session, Tell a Story with your Performance Reporting (L)
Charlotte G and H

Performance Methods + Telling your story in a report + Composites.

  • Calculation basics: TWR, IRR, Simple
  • Find out how to leverage performance info to better illustrate the value the advisor brings to their clients.
  • Brief introduction to Composites and the value they bring to the firm.
 Optional 
6:00 PM  -  9:00 PM
Dinner & Activity (I)
Details announced at a later date
 Optional 
7:00 AM  -  7:50 AM
Breakfast (I)
Charlotte A-D
 Optional 
8:00 AM  -  9:00 AM
Joint Client Panel (I)
Charlotte A-D
 Optional 
9:15 AM  -  10:05 AM
Consult Room Open (A)
Charlotte F
Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Charlotte F. No Appointment? Don’t worry, just stop in and we will work you into the rotation.
 Optional 
9:15 AM  -  10:05 AM
MGP Session, Advanced Bucketing Strategies – Cash Reserve & Aspiration Buckets (A)
1st Ward
 Optional 
9:15 AM  -  10:05 AM
MGP Session, Customizing Asset Classes and Portfolio Models (A)
 Optional 
9:15 AM  -  10:05 AM
MGP Session, Targeted Solutions Based on Client Needs (A)
3rd and 4th Ward
 Optional 
9:15 AM  -  10:15 AM
Orion Session, Integrated Client Experience: How our Integrations Power Client Meetings & Portal (A)
Charlotte A-C
From Financial Planning to Document Storage to Risk Profiling and more, learn how you can leverage our powerful integrations to give your client an unforgettable experience inside of the Orion Client Portal, Insight, Reports and more!
 Optional 
9:15 AM  -  10:05 AM
Orion Session, The Full Client Experience (L)
Charlotte G and H

A glimpse into the possibilities of your client experience touching on Insight, Client Portal, co-browsing, virtual meeting and Engage.

  • Leverage technology and virtual options while advisors/ clients travel. Orion will show you how!
  • Gone are the days of paper reports. Use Insight to illustrate your story in a dynamic manor.
 Optional 
10:15 AM  -  11:05 AM
Consult Room Open (A)
Charlotte F
Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Charlotte F. No Appointment? Don’t worry, just stop in and we will work you into the rotation.
 Optional 
10:15 AM  -  11:05 AM
MGP Session, Exploring MoneyGuide Solutions – One, Pro and Elite (A)
3rd and 4th Ward
 Optional 
10:15 AM  -  11:05 AM
MGP Session, Key Features For Increasing AUM (A)
1st Ward
 Optional 
10:15 AM  -  11:05 AM
MGP Session, Understanding Social Security Analysis & Healthcare Costs (A)
2nd Ward
 Optional 
10:15 AM  -  11:05 AM
Orion Session, QE Success (L)
Charlotte G and H

Sail through your Quarter End with Orion's QE Dashboard, Report Batches and Bill Generator Tools.

  • Outline the process steps needed to make monthly/ QE billing a success.
  • Demonstrate how QE Dash provides structure, transparency and accountability for a successful and streamlined quarter end.
 Optional 
10:15 AM  -  11:05 AM
Orion Session, Tax Loss Harvesting in Astro & Eclipse Trading (A)
Charlotte A-C
Learn how you can harness the powerful combination of ASTRO and Eclipse Trading to offset gains and add tax alpha to your client’s portfolios.
 Optional 
11:20 AM  -  12:30 PM
Lunch (I)
CLT D
Stop by Charlotte D for lunch!
 Optional 
12:45 PM  -  1:45 PM
Consult Room Open (A)
Charlotte F
Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Charlotte F. No Appointment? Don’t worry, just stop in and we will work you into the rotation.
 Optional 
12:45 PM  -  1:45 PM
MGP Session, College Planning – Best Practices with College Goals and Costs (A)
1st and 2nd Ward
 Optional 
12:45 PM  -  1:45 PM
MGP Session, What If Worksheet Tips (A)
3rd and 4th Ward
 Optional 
12:45 PM  -  1:45 PM
Orion Session, Compliance Connection (L)
Charlotte A-C

Categorizing Your Assets, Reports & Workflows in Compass.

  • Compass app gives advisors the tools to prepare for a regulatory exam, conduct client verifications, and design their compliance and supervision programs in a way that compliments their business.
 Optional 
12:45 PM  -  1:45 PM
Orion Session, Your Data Dissection: How your Data Fuels the RMD Dashboard & Trends (A)
Charlotte G and H
Take a deep dive into your data and how you can make it work for you in both our RMD Dashboard and Trends Apps. We’ll talk about the data we can receive from the custodian and what you can update en masse in our system- make your data work for you!
Speakers:
 Optional 
2:00 PM  -  2:30 PM
Orion Roadmap (I)
Charlotte A-D
 Optional 
2:30 PM  -  3:00 PM
MGP Roadmap (I)
 Optional 
3:00 PM  -  3:30 PM
Keynote/Conference Close
Charlotte A-D
 Optional 

See You in Charlotte

Make 2019 the year you commit to innovate, disrupt and win!