NorthStar Blog

29
Mar

The Advantage to Having Your Trading System as Part of Your Portfolio Accounting Platform

With Orion Connect and Eclipse, your firm can utilize a completely integrated portfolio accounting and trading system that keeps your entire team in sync and saves valuable time when maintaining portfolios.

The post The Advantage to Having Your Trading System as Part of Your Portfolio Accounting Platform appeared first on Orion Advisor Services.

27
Mar

Orion Wins Two Awards In 2018 Stevie Awards For Sales & Customer Service

Find out which Orion team members took home awards at the 12th annual Stevie Awards for Sales & Customer Service.

The post Orion Wins Two Awards In 2018 Stevie Awards For Sales & Customer Service appeared first on Orion Advisor Services.

22
Mar

Orion Bi-Weekly: Introducing Compass

In today's Orion Bi-Weekly, learn about the new Alternative Investment Platform, our latest software update, and our new compliance app, Compass.

The post Orion Bi-Weekly: Introducing Compass appeared first on Orion Advisor Services.

21
Mar

DOL Rule: UPDATE

Content provided by Mike Forker, Chief Compliance Officer Late last week, the DOL fiduciary rule was addressed by the courts. Here are the main takeaways you need to know. On Thursday, the Fifth Circuit Court of Appeals issued a decision that vacated the Department of Labor’s (DOL) fiduciary rule.  The ultimate fate of the rule...
20
Mar

Easy New Account Onboarding With Orion

Orion’s New Accounts Center app and integrations with proposal engines can help you make new account onboarding a simple and streamlined experience for your entire firm.

The post Easy New Account Onboarding With Orion appeared first on Orion Advisor Services.

13
Mar

Here’s How To Introduce The Orion Client Portal To Your Clients

Identifying and communicating the benefits of a client portal is critical if you want them to use your new software tool. Today’s post covers how to prepare both your staff and clients to reap the benefits of Orion’s Client Portal.

The post Here’s How To Introduce The Orion Client Portal To Your Clients appeared first on Orion Advisor Services.

08
Mar

Orion Bi-Weekly: Alternative Investment Platform Is Now Live

In today's Orion Bi-Weekly, learn about the new Alternative Investment Platform, our latest software update, and our new compliance app, Compass.

The post Orion Bi-Weekly: Alternative Investment Platform Is Now Live appeared first on Orion Advisor Services.

06
Mar

Tracking Alternative Investments Is Simple With The New Alternative Investment Platform. Here’s How To Do It.

Tracking alternative investments in Orion has never been more intuitive or easy. See how your firm can use the new Alternative Investment Platform, available in the Account Composer app.

The post Tracking Alternative Investments Is Simple With The New Alternative Investment Platform. Here’s How To Do It. appeared first on Orion Advisor Services.

27
Feb

How Breakaway Advisors Can Make The Best Technology Choices For Their New Firm

Choosing technology for breakaway advisors is an important consideration when starting up a new RIA. In today’s post, we look at the questions to ask when vetting options.

The post How Breakaway Advisors Can Make The Best Technology Choices For Their New Firm appeared first on Orion Advisor Services.

23
Feb

Three Reasons Not to Get the Jitters about Market Volatility

Content provided by Joe Smith, CFA, Senior Market Strategist The first quarter of 2018 has so far seen a bout of market volatility that in some ways is long overdue. At the end of January, markets began to move — falling from slightly positive to near-correction territory by early February. Although much of the sell-off...