THE BLOG

31
Jul

Tech Tip Tuesday: Unmanaged Assets for Performance

In this Tech Tip Tuesday post, we’re giving you the inside details on how you can keep assets visible on reports while also removing them from affecting performance calculations.

The post Tech Tip Tuesday: Unmanaged Assets for Performance appeared first on Orion Advisor Services.

30
Jul

Looking to Save Time on Back-Office Tasks? Here’s One More Way Orion’s AIP Can Help

Now with Orion, manually maintained products can be an important tool for advisors looking to gain more control over alternative investments. Here’s how to control them in Orion Connect.

The post Looking to Save Time on Back-Office Tasks? Here’s One More Way Orion’s AIP Can Help appeared first on Orion Advisor Services.

26
Jul

Vet Your Tech Like an Executive Hire

Why should you care about the culture of the firms that provide your advisory practice’s technology? As long as your tech stack does what you need it to do, everything else is immaterial, right? Not quite. Read more of our CEO Eric Clarke's thoughts on why you and your technology partners need to evolve in the same direction toward a shared vision for the future. 

The post Vet Your Tech Like an Executive Hire appeared first on Orion Advisor Services.

19
Jul

Orion Rundown: New Eclipse Feature, ASTRO Demo, Recommended Billing Methods and More!

What’s new with Orion? In this update, you’ll find out what you need to know about creating Multi-Asset Class Securities in Eclipse, getting a sneak-peak of ASTRO, now out of Beta, how to choose the right billing method and more!

The post Orion Rundown: New Eclipse Feature, ASTRO Demo, Recommended Billing Methods and More! appeared first on Orion Advisor Services.

18
Jul

New Trading Feature: Multi-Asset Class Securities Now in Orion Eclipse

Adding multiple weightings to a security to create multi-asset class securities in Orion Eclipse can help you take greater control over rebalancing and trading. Find out how!

The post New Trading Feature: Multi-Asset Class Securities Now in Orion Eclipse appeared first on Orion Advisor Services.

17
Jul

Tech Tip Tuesday: When to Use Financial Planning Fees, How to Find Excluded Accounts, and Transaction Mapping

In this Tech Tip Tuesday post, our subject matter experts have highlighted financial planning fees and new capabilities in the New Accounts Center so you can continue growing your business quickly and at scale.

The post Tech Tip Tuesday: When to Use Financial Planning Fees, How to Find Excluded Accounts, and Transaction Mapping appeared first on Orion Advisor Services.

13
Jul

Are You Billing in Arrears? Maybe You Should Be

Calculating fees in Arrears with an Average Daily Balance billing method can help save your firm time, create less stress for employees, and calculate more accurate bills. We explain how in today’s post.

The post Are You Billing in Arrears? Maybe You Should Be appeared first on Orion Advisor Services.

10
Jul

Sir John Templeton: The Humble Approach

Content Provided by Rusty Vanneman, CFA, CMT – Chief Investment Officer One of the most important days in my development as an investment manager occurred in the spring of 1987. It was during my undergraduate days at Babson College. It was Founder’s Day, which is Babson’s oldest tradition, a day established to recognize the school’s...
10
Jul

Behind the Scenes: What’s Included in an Eclipse Consulting Session

Sometimes, you need a more personal touch to use technology to its fullest potential. On day two of our most recent Eclipse + Communities Summit in Omaha, we dedicated the entire day to 1:1 meetings with our advisors. Here’s a behind the scenes look at what goes on during an Eclipse consulting session.

The post Behind the Scenes: What’s Included in an Eclipse Consulting Session appeared first on Orion Advisor Services.

06
Jul

The Rock Stars at CLS Investments

Content Provided by Rusty Vanneman, CFA, CMT – Chief Investment Officer When I was at Fidelity Investments (FMR Co) back in the 1990s, legendary investor Peter Lynch had moved on, but the culture he helped create, one fully dedicated to active management and high performance, was still in place. Fidelity hired the best and brightest...