THE BLOG

02
May

Integration Update: CRM Simplified with Orion + Salesforce Enhancements

We’ve updated our integration so you can now use Orion Connect in Salesforce Lightning. This update brings new enhancements including the ability to use Orion’s Insight app in your Salesforce account.

The post Integration Update: CRM Simplified with Orion + Salesforce Enhancements appeared first on Orion Advisor Services.

13
Mar

Here’s How To Introduce The Orion Client Portal To Your Clients

Identifying and communicating the benefits of a client portal is critical if you want them to use your new software tool. Today’s post covers how to prepare both your staff and clients to reap the benefits of Orion’s Client Portal.

The post Here’s How To Introduce The Orion Client Portal To Your Clients appeared first on Orion Advisor Services.

15
Feb

Highlights from the Orion February 2018 Software Update

In today’s article, we’ve rounded up all the most important highlights from our upcoming February 2018 software update so you can be prepared to use these new enhancements in your firm.

The post Highlights from the Orion February 2018 Software Update appeared first on Orion Advisor Services.

29
Jan

Orion Leads the Next Investment Management Revolution with Powerful Direct-Indexing Service

Orion's direct-indexing tool for Advisor Strategy and Tax Return Optimization (“ASTRO”) will become available to all financial advisors on the Orion platform on March 1, 2018.

The post Orion Leads the Next Investment Management Revolution with Powerful Direct-Indexing Service appeared first on Orion Advisor Services.

11
Jan

How Co-Browsing in Orion Connect Makes Support Even Simpler

We’ve added co-browsing in Orion Connect to help make your support experience with Orion more seamless than ever. Learn more in today's post.

The post How Co-Browsing in Orion Connect Makes Support Even Simpler appeared first on Orion Advisor Services.

05
Dec

How the Orion Integrations Center Makes Integration Simple

orion integrations center

You can find all things integrations in the new Orion Integrations Center app. Learn more about integrations, watch tutorials, and more.

The post How the Orion Integrations Center Makes Integration Simple appeared first on Orion Advisor Services.

28
Nov

Compliance Technology Wins for 2017 (And What it Means for Advisors)

orion compliance adv updates

This year, Orion made several compliance-related changes including new tools and new staff. Here's an overview and what it means for you and your firm.

The post Compliance Technology Wins for 2017 (And What it Means for Advisors) appeared first on Orion Advisor Services.

16
Nov

Latest integration from Orion Advisor Services Allows Advisors to Trade from Anywhere its Insight App is Installed

Trading for advisors is now faster and easier than ever. Execute trades from wherever the Orion Insight app is installed, including your CRM.

The post Latest integration from Orion Advisor Services Allows Advisors to Trade from Anywhere its Insight App is Installed appeared first on Orion Advisor Services.

10
Nov

Orion Software Update November 2017 – Full Release Notes

The Orion Software Update November 2017 – Full Release Notes are here, just in time for our software update on November 11.

The post Orion Software Update November 2017 – Full Release Notes appeared first on Orion Advisor Services.

07
Nov

November Software Update: Reporting and Trading Updates

November trading updates

Coming soon, we’ve got new November trading updates and also Reporting enhancements to create an ever better Orion experience.

The post November Software Update: Reporting and Trading Updates appeared first on Orion Advisor Services.