THE BLOG

11
Jun

Viewing Cost Basis by Asset in Portfolio Audit

With so much functionality, Portfolio Audit is one of, if not the most, popular app in Orion Connect. In this week’s Tech Tip, we’ll explore how to view cost basis by asset within the Portfolio Audit app.  

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04
Jun

Tax Loss Harvesting Opportunities with Eclipse Trading & ASTRO

Whether we like it or not, taxes are part of the investing experience. Though we can’t avoid them completely, there are ways to properly manage the impact of taxes on client portfolios. In this week’s Tech Tip, we’ll explore the Tax Loss Harvesting Tools available in Eclipse Trading and ASTRO, two premier Orion products built to provide tax-efficient portfolio solutions.

The post Tax Loss Harvesting Opportunities with Eclipse Trading & ASTRO appeared first on Orion Advisor Services.

28
May

Sharing Case Messages with Additional Contacts

At Orion, we believe in having complete transparency with our advisors, which is why all open support cases are available for you to track in the Orion Support app. In this week’s Tech Tip, we’ll explore Orion’s communication process for support cases, and how you can securely share case messages with a third-party.

The post Sharing Case Messages with Additional Contacts appeared first on Orion Advisor Services.

21
May

Reconciling Billing Audit Files

In this week’s Tech Tip, we’ll look at the Billing Reconciliation process and some of the files you’ll need to make sure your clients are being billed correctly.

The post Reconciling Billing Audit Files appeared first on Orion Advisor Services.

14
May

Building Custom Cost Basis Reports in Report Builder 3.0

Orion’s Report Builder 3.0 has a variety features to help you streamline your reporting process and give you the tools you need to help you look your best! In this week’s Tech Tip, we’ll explore the cost basis function and how you can customize your settings.

The post Building Custom Cost Basis Reports in Report Builder 3.0 appeared first on Orion Advisor Services.

07
May

Getting the Most Out of the Orion Compliance App

This week’s Tech Tip comes from the Orion Compliance Team. We’ll take a dive into the Compliance App within Orion Connect, and show you how to gather data for your 13F Report.

The post Getting the Most Out of the Orion Compliance App appeared first on Orion Advisor Services.

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.

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

The post Updating Account Numbers and Orion Help Articles 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.

09
Apr

Look Your Best with Report Builder 3.0

In this week’s Tech Tip, we’ll look at how Orion’s Report Builder 3.0 can help you look your best by building custom, informative, and easy to digest reports.

The post Look Your Best with Report Builder 3.0 appeared first on Orion Advisor Services.