NorthStar Blog

10
May

May 2019 Software Update Highlights

See how you can easily monitor employee trade activity and help clients value their businesses with the new Orion February 2019 Software Update.

The post May 2019 Software Update Highlights appeared first on Orion Advisor Services.

09
May

ICYMI: Howard Tullman Talks Innovation, Storytelling, and Robots at Ascent 2019

In his stirring keynote address at Orion’s Chicago Ascent 2019 conference, Howard Tullman gave attendees a compelling call to action: Change is here. Act now or get left behind.

The post ICYMI: Howard Tullman Talks Innovation, Storytelling, and Robots at Ascent 2019 appeared first on Orion Advisor Services.

07
May

Getting the Most Out of the Orion Compliance App

This week’s Tech Tip comes from the Orion Compliance Team. We’ll take a dive into the Compliance App within Orion Connect, and show you how to gather data for your 13F Report.

The post Getting the Most Out of the Orion Compliance App appeared first on Orion Advisor Services.

02
May

Tax Managed Portfolios | Explain the “Why” | Diversifying in All Aspects Making the Case: 3 Tips for Better Investing

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Tax Management is a Strong Pick As a senior client portfolio manager at CLS Investments and a self-proclaimed investment strategist, I get asked every day how best to build a portfolio to fit an investor’s unique needs. It is a task I enjoy, but...
02
May

Open New Accounts in Minutes With Orion’s Latest TD Ameritrade Integration Enhancements

Long-time partners Orion and TD Ameritrade are announcing the release of a new enhancement to their current integrations that will opening accounts easier and more streamlined. Learn more about TD Ameritrade Institutional’s Veo® Account Opening Wizard Integration.

The post Open New Accounts in Minutes With Orion’s Latest TD Ameritrade Integration Enhancements appeared first on Orion Advisor Services.

02
May

The Data Query Time Saver You Probably Aren’t Using

Did you know the Orion platform lets you set up scheduled data queries? Learn how you can save time and stay on top of compliance reporting with our scheduling tool.

The post The Data Query Time Saver You Probably Aren’t Using appeared first on Orion Advisor Services.

01
May

Efficient Markets, Meet: PEOPLE

  Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager If you haven’t heard, Zoom Video Communications went public on April 18, 2019, under the ticker ZM. Full disclosure, we use Zoom video conferencing around the office, and it’s quite nice, especially in today’s workplace with travel and remote employees....
30
Apr

How Orion Stacks Up to the Competition

We’re excited to say that the T3 2018 Tech Trends survey shows that Orion not only stacks up well to the competition — we regularly surpass them! Check out the infographic for more details about why Orion is the right choice to be your portfolio management technology.

The post How Orion Stacks Up to the Competition appeared first on Orion Advisor Services.

30
Apr

Performance Roadmap: Dynamic Benchmarks, Daily Composites, Performance Viewer 2.0, and More!

In this week’s Tech Tip, we’ll explore some of the many performance tools available in Orion Connect and how you can use them to enhance your practice.

The post Performance Roadmap: Dynamic Benchmarks, Daily Composites, Performance Viewer 2.0, and More! appeared first on Orion Advisor Services.

25
Apr

Find Your Fosbury Flop: Innovating on the Fundamentals

Innovation doesn't necessarily mean changing your entire approach to investment management. Learn more about creative ways to improve the client experience from Eric Clarke, founder and CEO of Orion Advisor Services.

The post Find Your Fosbury Flop: Innovating on the Fundamentals appeared first on Orion Advisor Services.