NorthStar Blog

28
Feb

Leveraging ASTRO to Better Transition Clients to Your Target Strategy

Find out how Orion’s ASTRO empowers advisors to implement transition management—while optimizing for risk factors, tax considerations, and more.

The post Leveraging ASTRO to Better Transition Clients to Your Target Strategy appeared first on Orion Advisor Services.

26
Feb

Tech Tip Tuesday: Contacting the Orion Compliance Team

In this week’s tech tip, we’ll discuss some exciting things happening with the Orion Compliance Team and how you can get involved!

The post Tech Tip Tuesday: Contacting the Orion Compliance Team appeared first on Orion Advisor Services.

21
Feb

February 2019 Software Update: Full Release Notes

In today’s post, we’re serving up the full details around Orion’s February 2019 Full Software Release.

The post February 2019 Software Update: Full Release Notes appeared first on Orion Advisor Services.

20
Feb

Streamline Your CRM with Orion’s Salesforce Integration Enhancements

At Orion, we're constantly looking for new ways to enhance your business. Check out our latest effort to simplify and streamline your CRM capabilities with our Salesforce integration enhancements!

The post Streamline Your CRM with Orion’s Salesforce Integration Enhancements appeared first on Orion Advisor Services.

19
Feb

Tech Tip Tuesday: Cost Basis Reporting Best Practices

In this week’s tech tip, we’ll review different methods of storing cost basis information and which style we recommend for the most accurate reporting.

The post Tech Tip Tuesday: Cost Basis Reporting Best Practices appeared first on Orion Advisor Services.

15
Feb

February 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 February 2019 Software Update Highlights appeared first on Orion Advisor Services.

14
Feb

Innovate on the Fundamental’s at Ascent 2019 On the Road

This year, we’re innovating our game plan, joining forces with our amazing integration partners and bringing Ascent 2019, our renowned user conference to a city near you! Check out everything you can expect from this year's events all geared towards helping advisors — both existing platform users and those looking to leverage new technology — learn how to “Innovate on the Fundamentals.”

The post Innovate on the Fundamental’s at Ascent 2019 On the Road appeared first on Orion Advisor Services.

14
Feb

5 Tools to Help Your Clients Feel the Love this Valentine’s Day

It's Valentine's Day and we're playing Cupid. Let Orion help you show your client's how much you appreciate them this Valentine's Day with our list of tools to help your clients feel the love.

The post 5 Tools to Help Your Clients Feel the Love this Valentine’s Day appeared first on Orion Advisor Services.

13
Feb

Software Update Spotlight: Simplifying Employee Trade Monitoring with Inform

Stock selection continues to have massive implications for investors’ financial health. But what if you could offer a tax-managed stock strategy to your clients without having to worry about stock selection? With ASTRO, Orion's portfolio optimization and risk modeling tool advisors now have an opportunity to do just that.

The post Software Update Spotlight: Simplifying Employee Trade Monitoring with Inform appeared first on Orion Advisor Services.

11
Feb

Replacing the Difficulty of Stock Picking: An Ode to Direct Indexing

Stock selection continues to have massive implications for investors’ financial health. But what if you could offer a tax-managed stock strategy to your clients without having to worry about stock selection? With ASTRO, Orion's portfolio optimization and risk modeling tool advisors now have an opportunity to do just that.

The post Replacing the Difficulty of Stock Picking: An Ode to Direct Indexing appeared first on Orion Advisor Services.