NorthStar Blog

20
Mar

5 Signs it’s Time to Spring Clean Your Technology

Happy first day of Spring! Time for the warmer weather to finally arrive and for animals and humans alike to emerge from hibernation. And while the nicer weather outside prompts many of us to spring into action (excuse the pun) by spending more of our free time gardening, working out, or simply enjoying the extra daylight hours with friends and family, springtime also brings about the age-old tradition of spring cleaning! And with the advances in cloud-based solutions, web-based open APIs, data analytics and more, there’s no better area to start cleaning than your portfolio accounting technology — figuratively, of course. Here are some tell-tale signs that your technology is in need of a clean up this spring: 1. Your Platform Still Relies on Physical Installation Why does it matter if your software resides on a dusty install disc or USB stick in an office drawer, as opposed to a cloud-based service? Simply put, local software installation puts your business continuity at risk. Outdated software ties itself to your hardware. That means when the power goes out, you lose access to the data you need. If a storm, fire or other disaster destroys your local hardware, the best you can...

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19
Mar

Making the Case: 3 Tips for Better Investing The Big Picture

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Focus on the Forest, Forget the Trees File Under: Portfolio Management, Behavioral Investing Omaha’s most famous billionaire, Warren Buffett, recently released his annual shareholder letter. The widely read letter always includes great tips for successful investing and some subtle jabs at certain industries. On page...
19
Mar

Easily Link Orion Clients to ByAllAccounts

This week’s Tech Tip shows how to run a query of Orion accounts that are ready to be linked to ByAllAccounts. Linking your clients’ accounts to ByAllAccounts helps aggregate your clients’ data into one simple report, making client reviews a breeze.

The post Easily Link Orion Clients to ByAllAccounts appeared first on Orion Advisor Services.

15
Mar

Let Orion Take the Luck Out of Vetting Your New Advisor Tech

In all of the hustle and bustle of the holiday season, let Orion’s holiday wish list make shopping for your business simple this year!

The post Let Orion Take the Luck Out of Vetting Your New Advisor Tech appeared first on Orion Advisor Services.

12
Mar

Account Adjustments for Add-On Services

This week’s Tech Tip explores the convenience of account adjustments and how you can save time during the billing process.

The post Account Adjustments for Add-On Services appeared first on Orion Advisor Services.

11
Mar

The Truth About Liquid Alternatives

Content Provided by Shana Sissel, CAIA – Portfolio Manager The world of alternative investments was flipped on its head more than a decade ago when hedge-fund-inspired Investment Act of 1940 (40 Act) funds began appearing on the scene. While diversification benefits can be achieved through liquid alternatives, it’s important to keep our expectations in check....
08
Mar

Leap Year 2020: Why You Should Prepare Your Billing Now

February 29, 2020 may feel like a long way away from today, but configuring your Orion billing settings now to ensure you’re billing for only 365 days could save you time and confusion. Find out how!

The post Leap Year 2020: Why You Should Prepare Your Billing Now appeared first on Orion Advisor Services.

07
Mar

Making Form ADV Filing Simple

Check out Orion’s Compliance software and all of the regulatory reporting tools available to easily file annual reports like Form ADV.

The post Making Form ADV Filing Simple appeared first on Orion Advisor Services.

05
Mar

Diversification, Paying Less Attention, and a Look at Inside ETFs

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Diversification or di’worse’ification — Can you be too diversified? File under: Managing Portfolios Is there such a thing as too much diversification? Can we include too many asset classes in our portfolios and, thus, harm returns? There are two ways of looking at this: No, there is no such thing...
04
Mar

PortfolioCenter Users: Here’s What It’s Like Being an Orion Client

Every firm needs ongoing support and innovative technology to support its goals. Read today’s blog to see what kind of technology expectations financial advisors should have of their your technology partners.

The post PortfolioCenter Users: Here’s What It’s Like Being an Orion Client appeared first on Orion Advisor Services.