THE BLOG

31
Jan

Creating Win-Wins With Your Reporting

For today’s advisory firms, the client experience is everything, and it’s not limited to in-person interactions, either. And while the client experience you create does build its foundation on face-to-face meetings, phone calls, and personalized notes, it also extends into the digital realm. If your digital client experience doesn’t support the client experience you create offline, it can create an unwelcome perception of your firm by not keeping up with the times. It’s easy to think of your client experience in terms of a client portal and annual review meetings, but the reports you provide to clients can have just as much of an impact on making them feel understood and create opportunities for meaningful conversation. In this post, we’ll look at how the reports you use can impact the relationships you build with clients. Four Ways Your Reports Affect Client Relationships The types of reports you use can positively affect the experience you provide your clients, and that’s especially true when you put effort into creating reports that are customized and personalized for each of your clients. Here are four ways that performance reports can create better client relationships. 1. The Right Reports Can Create More Engaged Clients Putting...

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29
Jan

Tech Tip Tuesday: Stay on Top of Client RMDs with Orion’s RMD Dashboard

Find out how Orion's RMD Dashboard can streamline your clients’ RMD process and help them avoid costly IRS penalties in this week's Tech Tip.

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25
Jan

These are the Business Boogeymen That Keep Advisors Up at Night

From cybersecurity to unknown client expectations, advisors have a lot to handle. Orion Advisors discussed their main concerns to give you an idea of how to best handle them.

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22
Jan

File 13F Securities Reports Seamlessly with Help from the Orion Compass App

Find out how you can navigate the complexities of the regulatory environment, including 13F filings and streamline your business with the help of Orion's Compass app!

The post File 13F Securities Reports Seamlessly with Help from the Orion Compass App appeared first on Orion Advisor Services.

21
Jan

TAMPs Competing In A Fragile Market Ask: Scale or Service, Product or Platform?

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. 

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17
Jan

Fintech isn’t Just for Kids

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. 

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15
Jan

OmniGuide Chat Bots Help Orion Service Teams Provide Quick Solutions

The robots are taking over! Well not really, but they are here to help provide quick solutions during your chat conversations! With the new OmniGuide Chat Bots, you’ll be able to engage more effectively with our Subject Matter Expert (SME) team members and get answers to your questions fast so you can get back to your business. Let’s dive in! What? OmniGuide chatbots have been setup for several of our SME teams. As you engage in chat conversations, the chatbots will pop up to offer helpful solutions to your questions so you can get the answers you’re looking for even faster; saving you valuable time. Each of our SME teams are building responses to common questions that come up during chats. Since they are built by humans, the responses are meant to be conversational, not robotic. Unlike knowledge articles, which are a repository of lengthy FAQ articles, Omniguide responses are designed to be short, and logically flow in dynamic and complex conversations. Let’s checkout a sample conversation… Advisor: I have a question about performance for an account. Advisor: Can I share my screen with you? Omniguide: Sure thing! I’ll send you a request now! SME team member: Let’s go to...

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11
Jan

A New Year is Here! Are Your Clients Ready?

In this post, catch up with a few of our advisors to discover the financial checklist they use with their clients as a new year begins.

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11
Jan

What to Look For When It’s Time to Change Your Advisor Tech

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 What to Look For When It’s Time to Change Your Advisor Tech appeared first on Orion Advisor Services.

11
Jan

Boomers still loom large in the future — but don’t count millennials out

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 Boomers still loom large in the future — but don’t count millennials out appeared first on Orion Advisor Services.