NorthStar Blog

15
Nov

Tech Tip Thursday: Show the Best Performance Calculation Method for Your Clients

Learn how to change the performance calculation method displayed in the Client Portal and display the performance calculation method that makes the most sense for your clients.

The post Tech Tip Thursday: Show the Best Performance Calculation Method for Your Clients appeared first on Orion Advisor Services.

13
Nov

Know What You’re Getting Before Your Technology Conversion

Get the inside knowledge on which type of technology conversion is best for your firm, and learn how Orion supports new advisors who convert to its award-winning portfolio management platform

The post Know What You’re Getting Before Your Technology Conversion appeared first on Orion Advisor Services.

12
Nov

Five New Customization Features to Try in Report Builder 3.0

We’ve added a lot of new Orion Report Builder 3.0 features, designed to save you time when personalizing reports. Check out this post to learn more.

The post Five New Customization Features to Try in Report Builder 3.0 appeared first on Orion Advisor Services.

09
Nov

Get Orion Insider Knowledge with the New Orion Support App

In our November Software Update, we took our support a step further with the rollout of the new Orion Support app, previously known as Orion Social.

The post Get Orion Insider Knowledge with the New Orion Support App appeared first on Orion Advisor Services.

08
Nov

Tech Tip Thursday: Exclude Assets From Your Billing Process and Save Time This Billing Season

Learn how to exclude certain accounts, assets, or products from a client’s billing statement this billing season so you can save time and get back to your business.

The post Tech Tip Thursday: Exclude Assets From Your Billing Process and Save Time This Billing Season appeared first on Orion Advisor Services.

08
Nov

November 2018 Software Update: Full Release Notes

In today’s post, we’re serving up the full details around Orion’s November 2018 Full Software Release.

The post November 2018 Software Update: Full Release Notes appeared first on Orion Advisor Services.

07
Nov

U.S. Economy: 3 Strengths and Weaknesses

Content Provided by Kostya Etus, CFA, Senior Portfolio Manager There are many drivers of the economy and the financial markets which are always present. It is important to evaluate them, determine which may be the most important, and help address investor concerns. Each month, the CLS Portfolio Management team discusses the various reasons markets could...
01
Nov

Tech Tip Thursday: Get Ready for RMD Season with These Helpful FAQs

Orion’s RMD Dashboard app helps you monitor RMDs for eligible clients. In this week’s Tech Tip we’re discussing some FAQs designed to make RMD season even easier for you and your clients.

The post Tech Tip Thursday: Get Ready for RMD Season with These Helpful FAQs appeared first on Orion Advisor Services.

01
Nov

November 2018 Software Update Highlights

Find out what’s in store for Orion November 2018 Software Update. The highlights of our latest platform enhancements include our next-gen Report Builder, a new Support app, an integration with Schwab, and more app updates throughout Orion Connect.

The post November 2018 Software Update Highlights appeared first on Orion Advisor Services.

01
Nov

November 2018 Software Update Highlights

Find out what’s in store for Orion November 2018 Software Update. The highlights of our latest platform enhancements include our next-gen Report Builder, a new Support app, an integration with Schwab, and more app updates throughout Orion Connect.

The post November 2018 Software Update Highlights appeared first on Orion Advisor Services.