THE BLOG

30
Apr

How Orion Stacks Up to the Competition

We’re excited to say that the T3 2018 Tech Trends survey shows that Orion not only stacks up well to the competition — we regularly surpass them! Check out the infographic for more details about why Orion is the right choice to be your portfolio management technology.

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30
Apr

Performance Roadmap: Dynamic Benchmarks, Daily Composites, Performance Viewer 2.0, and More!

In this week’s Tech Tip, we’ll explore some of the many performance tools available in Orion Connect and how you can use them to enhance your practice.

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25
Apr

Find Your Fosbury Flop: Innovating on the Fundamentals

Innovation doesn't necessarily mean changing your entire approach to investment management. Learn more about creative ways to improve the client experience from Eric Clarke, founder and CEO of Orion Advisor Services.

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25
Apr

Season with a Pinch of Alts

Content Provided by Shana Sissel, CAIA – Portfolio Manager In today’s turbulent markets, more and more financial professionals are beginning to look to alternative funds for investment options. As a result, more investment managers are beginning to create alternative funds, and many hedge funds are registering their products under the 40 Act, making them more...
24
Apr

Orion’s SWOT Team: Saving Firms Time and Boosting Expertise

February 29, 2020 may feel like a long way away from today, but configuring your Orion billing settings now to ensure you’re billing for only 365 days could save you time and confusion. Find out how!

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24
Apr

Orion Founder and CEO Honored as One of Industry’s Most Innovative

Orion’s founder and CEO, Eric Clarke, has been named an InvestmentNews 2019 Innovator. Read more to see how Eric’s influence has shaped advisor technology over the years.

The post Orion Founder and CEO Honored as One of Industry’s Most Innovative appeared first on Orion Advisor Services.

23
Apr

Updating Account Numbers and Orion Help Articles

This week’s Tech Tip comes with a bonus! First, we’ll explore how to fix an incorrect or missing account number, and then we’ll show you how to do a quick search to locate Orion help articles.

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22
Apr

3 Reasons to Go Green with Paperless Billing

For an advisor, payday is typically preceded by a serious amount of administrative workload, and equal amounts of stress. See how going paperless can help reduce the challenges of your quarterly bill run while improving the client experience.

The post 3 Reasons to Go Green with Paperless Billing appeared first on Orion Advisor Services.

16
Apr

Streamline Your Billing Process with Fee Auto Post

In this week’s Tech Tip, we’ll look at how enabling the Fee Auto Post option can help you streamline your billing process, avoid advisory fee delays, and ultimately get you paid sooner!

The post Streamline Your Billing Process with Fee Auto Post appeared first on Orion Advisor Services.

16
Apr

Book Your Q1 Gains? | Avoid the Losers | Yield Curve, R-E-L-A-X Making the Case: 3 Tips for Better Investing

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Book Your First Quarter Gains? The first quarter of 2019 has had a hot start. As of March 26, U.S. and global stocks are up more than 10%! But the positive streak is raising some concerning questions. I’ve personally heard strategists from prominent asset...