NorthStar Blog

25
May

See the New Rep Portal and Join the Compliance Conversation

Watch today's Weekly to get up to speed with our Compliance Conversation webinar series, and see new app updates like the Rep Portal and Billing upgrades.

The post See the New Rep Portal and Join the Compliance Conversation appeared first on Orion Advisor Services.

23
May

How to Personalize the Orion Rep Portal

Orion Rep Portal

We’ve released a new Orion Rep Portal so you can personalize the Orion experience for your reps and give them the data they need.

The post How to Personalize the Orion Rep Portal appeared first on Orion Advisor Services.

18
May

Get to Know the World-Class Adventurer Highlighting Ascent 2017

Learn how to set Orion Social as your Orion Connect landing page, and find out about the world-class adventurer highlighting Ascent 2017.

The post Get to Know the World-Class Adventurer Highlighting Ascent 2017 appeared first on Orion Advisor Services.

16
May

Enhance Your Orion Experience with the New Portfolio Audit Dashboard and More Software Updates

portfolio audio dashboard

The Portfolio Audit app has a new dashboard to streamline how you view information, and you can now set Orion Social as your Connect landing page.

The post Enhance Your Orion Experience with the New Portfolio Audit Dashboard and More Software Updates appeared first on Orion Advisor Services.

15
May

Extend Your Capabilities with Cloud-based Trading

cloud-based trading

A trading platform is as powerful as the technology behind it, and Orion’s cloud-based trading is scalable and upgradable at a moment’s notice.

The post Extend Your Capabilities with Cloud-based Trading appeared first on Orion Advisor Services.

11
May

Orion Weekly: Get Your Training Certification at Ascent 2017

Now that registration is open, you can learn how to get your Training Certification at Ascent 2017, plus catch this week's Common Performance Question

The post Orion Weekly: Get Your Training Certification at Ascent 2017 appeared first on Orion Advisor Services.

10
May

A Gemini Evolution

The latest issue of the Exchange is online now! If you are not subscribed to the newsletter, click here!

Our May issue highlights the evolution of Gemini as Kevin Hesselbirg takes the helm as CEO, true costs of mutual fund distribution, adding to your value proposition, and much more!

Click here to read the May issue of The Exchange!

 

7361 GFS-5/10/2017

2123-NLD-5/10/2017

09
May

Orion May 2017 Software Update Full Release Notes

Today's post features all the updates and enhancements you can expect in the Orion May 2017 Software Update coming out this weekend.

The post Orion May 2017 Software Update Full Release Notes appeared first on Orion Advisor Services.

09
May

Common Performance Questions: What to Do When Your Account Performance is Different than Its Underlying Individual Assets’ Performance

why is my portfolio performance lower than each individual asset

If you’ve run reports for any length of time, it’s likely you’ve found yourself asking “why is my portfolio performance lower than each individual asset?” Today, we answer that question.

The post Common Performance Questions: What to Do When Your Account Performance is Different than Its Underlying Individual Assets’ Performance appeared first on Orion Advisor Services.

04
May

Register Today for Orion Ascent 2017 – Our First User Conference

You can register today for Orion Ascent 2017, our first-ever user conference. If you're an Orion user, you're invited to join us this September!

The post Register Today for Orion Ascent 2017 – Our First User Conference appeared first on Orion Advisor Services.