NorthStar Blog

20
Aug

Improve Your Efficiency with the Trends Optimization Dashboard

Orion technology can help you improve many different facets of your business. With so many applications and programs available, there's a lot to keep track of. In this week’s tech tip, we’ll show you a tool that can help ensure you’re taking advantage of everything Orion has to offer.

The post Improve Your Efficiency with the Trends Optimization Dashboard appeared first on Orion Advisor Services.

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.

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.

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.

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.

05
Aug

Three Reasons You’ll Love the New Two-Way Data Sync Between Orion and Redtail

Orion and Redtail have improved their already-robust integration with a new two-way data sync. Learn three ways the update can make a big impact on your firm.

The post Three Reasons You’ll Love the New Two-Way Data Sync Between Orion and Redtail appeared first on Orion Advisor Services.

05
Aug

What to Expect When You’re Expecting an Implementation

Choosing the right leader, knowing your data, and more are all critical parts of what financial advisors need to know about technology implementation. Get the full story here before you choose a new solution.

The post What to Expect When You’re Expecting an Implementation appeared first on Orion Advisor Services.

01
Aug

Is a Recession Really That Bad?

By Kostya Etus, CFA, Senior Portfolio Manager “The past can hurt. But the way I see it, you can either run from it or learn from it.” –Rafiki, The Lion King (1994) A potential slowdown in the economy and the prospect of a recession has been a hot topic lately. Let’s take a closer look...
31
Jul

Is Weather Affecting My Portfolio?

Content provided by Michael Hadden, Investment Research Analyst There are numerous factors that affect market prices: economic cycles, interest rates, demographic trends, even the Twitter activity of a particular account, just to name a few. With so many factors to consider when evaluating an investment, the last thing investors want to hear is that something...
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.