THE BLOG

29
Mar

Market-ology: Filling out Brackets and Navigating Financial Markets

Content provided by Mark Matthews, Investment Research Analyst “Your biggest opponent isn’t the other guy. It’s human nature.” — Bobby Knight, retired basketball coach. For basketball fans around the country, St. Patrick’s Day marked the start of March Madness — and it has certainly been a wild one. A 16-seed beat a 1-seed for the...
29
Mar

The Advantage to Having Your Trading System as Part of Your Portfolio Accounting Platform

With Orion Connect and Eclipse, your firm can utilize a completely integrated portfolio accounting and trading system that keeps your entire team in sync and saves valuable time when maintaining portfolios.

The post The Advantage to Having Your Trading System as Part of Your Portfolio Accounting Platform appeared first on Orion Advisor Services.

27
Mar

Orion Wins Two Awards In 2018 Stevie Awards For Sales & Customer Service

Find out which Orion team members took home awards at the 12th annual Stevie Awards for Sales & Customer Service.

The post Orion Wins Two Awards In 2018 Stevie Awards For Sales & Customer Service appeared first on Orion Advisor Services.

22
Mar

Orion Bi-Weekly: Introducing Compass

In today's Orion Bi-Weekly, learn about the new Alternative Investment Platform, our latest software update, and our new compliance app, Compass.

The post Orion Bi-Weekly: Introducing Compass appeared first on Orion Advisor Services.

21
Mar

DOL Rule: UPDATE

Content provided by Mike Forker, Chief Compliance Officer Late last week, the DOL fiduciary rule was addressed by the courts. Here are the main takeaways you need to know. On Thursday, the Fifth Circuit Court of Appeals issued a decision that vacated the Department of Labor’s (DOL) fiduciary rule.  The ultimate fate of the rule...
20
Mar

Easy New Account Onboarding With Orion

Orion’s New Accounts Center app and integrations with proposal engines can help you make new account onboarding a simple and streamlined experience for your entire firm.

The post Easy New Account Onboarding With Orion appeared first on Orion Advisor Services.

13
Mar

Here’s How To Introduce The Orion Client Portal To Your Clients

Identifying and communicating the benefits of a client portal is critical if you want them to use your new software tool. Today’s post covers how to prepare both your staff and clients to reap the benefits of Orion’s Client Portal.

The post Here’s How To Introduce The Orion Client Portal To Your Clients appeared first on Orion Advisor Services.

08
Mar

Orion Bi-Weekly: Alternative Investment Platform Is Now Live

In today's Orion Bi-Weekly, learn about the new Alternative Investment Platform, our latest software update, and our new compliance app, Compass.

The post Orion Bi-Weekly: Alternative Investment Platform Is Now Live appeared first on Orion Advisor Services.

06
Mar

Tracking Alternative Investments Is Simple With The New Alternative Investment Platform. Here’s How To Do It.

Tracking alternative investments in Orion has never been more intuitive or easy. See how your firm can use the new Alternative Investment Platform, available in the Account Composer app.

The post Tracking Alternative Investments Is Simple With The New Alternative Investment Platform. Here’s How To Do It. appeared first on Orion Advisor Services.