THE BLOG

13
Aug

Stay on Top of Employee Oversight with the Supervise Tool

Even if you’re a one-person shop, keeping track of portfolio management, trading and billing can be a daunting task. In this week’s Tech Tip, we’ll show you how the Supervise Tool, found within Orion’s Compliance app, can help you spend less time monitoring trading and billing functions, and more time meeting with clients, so you can enjoy your business again. 

The post Stay on Top of Employee Oversight with the Supervise Tool appeared first on Orion Advisor Services.

06
Aug

Viewing Client Risk Statistics in the Performance Viewer App

In this week's Tech Tip we'll discuss how to view a client's risk statistics within the Performance Viewer app and how you can make adjustments to keep your clients on track to meet their long-term financial goals.

The post Viewing Client Risk Statistics in the Performance Viewer App appeared first on Orion Advisor Services.

30
Jul

Save Time with the Batch Performance Tool

Have you ever wanted to run several performance reports at once? With the Batch Performance Tool, you can! In this week’s Tech Tip, we’ll show you how to save time by gathering all of your reports into one place. Let’s dive in!

The post Save Time with the Batch Performance Tool appeared first on Orion Advisor Services.

23
Jul

Expand Your Fee Options with Asset Level Billing

When it comes to charging for advisory services, there are many different options. Flat, tiered, hourly, who’s to say what’s best? In this week’s Tech Tip, we’ll explore an additional method, Asset Level Billing.

The post Expand Your Fee Options with Asset Level Billing appeared first on Orion Advisor Services.

16
Jul

Streamline Your Report Builder Organization

One of the most popular apps in Orion Connect, Report Builder can help you shine during client meetings! In this week’s Tech Tip, we’ll show you how to organize your folders so you can get to your most important data quickly.

The post Streamline Your Report Builder Organization appeared first on Orion Advisor Services.

09
Jul

Expert Help at Every Turn

At Orion, we’re committed to helping you grow your business with access to innovative technologies and endless learning opportunities. In this week’s Tech Tip, we’ll highlight several ways to engage with Orion so we can help you on your journey to success.

The post Expert Help at Every Turn appeared first on Orion Advisor Services.

09
Jul

Expert Help at Every Turn

At Orion, we’re committed to helping you grow your business with access to innovative technologies and endless learning opportunities. In this week’s Tech Tip, we’ll highlight several ways to engage with Orion so we can help you on your journey to success.

The post Expert Help at Every Turn appeared first on Orion Advisor Services.

02
Jul

Taking Advantage of the Orion Integrations Center

Partner integrations are a vital part of Orion’s technology offering. The ability to aggregate data from many different sources helps you save time and streamline your reporting process. In this week’s Tech Tip, we’ll look at the Orion Integrations Center, which provides quick facts about Orion partners and integrations support.

The post Taking Advantage of the Orion Integrations Center appeared first on Orion Advisor Services.

25
Jun

Changing Account Numbers in Portfolio Audit

When you need help, you can trust Orion’s team of experts to provide solutions and get you up and running quickly. But, there are many situations where you can save time by making a change yourself. In this week’s Tech Tip, we’ll show you how to change an account number within the Portfolio Audit app.

The post Changing Account Numbers in Portfolio Audit appeared first on Orion Advisor Services.

18
Jun

Product Creation is Now in Your Hands!

At Orion, we’re all about providing custom tech solutions to help you grow your business. Now, we’re putting the power of customization in your hands! In this week’s Tech Tip, we’ll show you how to build your own products in the Products and Prices app.

The post Product Creation is Now in Your Hands! appeared first on Orion Advisor Services.