THE BLOG

14
Aug

Introducing Eclipse Trading’s Revamped Tactical Tool: Review Trades & Make Real-Time Adjustments Efficiently & Confidently

The newly revamped Tactical Tool is Eclipse Trading’s most comprehensive pre-trade review tool. Learn how the Tactical Tool can help you review trades before execution and make one-off trades for specific clients with ease.

The post Introducing Eclipse Trading’s Revamped Tactical Tool: Review Trades & Make Real-Time Adjustments Efficiently & Confidently appeared first on Orion Advisor Services.

08
Aug

Orion and Fidelity Clearing & Custody Solutions® Eliminate Time-Consuming Paperwork with a New Digital Account Opening Integration

Reduce the time you spend opening new accounts from days to just minutes — and eliminate frustrating paperwork — using Orion’s latest integration with Fidelity Clearing & Custody Solutions.

The post Orion and Fidelity Clearing & Custody Solutions® Eliminate Time-Consuming Paperwork with a New Digital Account Opening Integration appeared first on Orion Advisor Services.

10
May

May 2019 Software Update Highlights

See how you can easily monitor employee trade activity and help clients value their businesses with the new Orion February 2019 Software Update.

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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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26
Dec

The Dec. 31st RMD Deadline is Near: Are You Ready?

Monitor your clients’ Required Minimum Distributions for the year with the RMD Dashboard app in Orion Connect, and keep all your portfolios on-track with a glance.

The post The Dec. 31st RMD Deadline is Near: Are You Ready? appeared first on Orion Advisor Services.