NorthStar Blog

07
Aug

Tech Tip Tuesday: How to Keep Clean Billing and Reporting Databases

In this Tech Tip Tuesday post, we dive into how you can ensure you’re keeping a clean database for billing and reporting by reviewing any accounts not downloading from your custodian data feeds.

The post Tech Tip Tuesday: How to Keep Clean Billing and Reporting Databases appeared first on Orion Advisor Services.

03
Aug

Orion Rundown: 90s Rapper Trivia, Learn How to Optimize Portfolios, and More!

What's new with Orion? In this update, you'll learn some new tech tips, see how ASTRO lets you build tax-efficient and optimized portfolios, discover how to invite a friend to bust-a-move with you at Ascent 2018 and more!

The post Orion Rundown: 90s Rapper Trivia, Learn How to Optimize Portfolios, and More! appeared first on Orion Advisor Services.

01
Aug

Automate Your Compliance Testing with Supervise

Automate and simplify your advisory firm’s compliance testing program with the new Supervise tool from Orion, available as part of the compliance-centric Compass app.

The post Automate Your Compliance Testing with Supervise appeared first on Orion Advisor Services.

31
Jul

Tech Tip Tuesday: Unmanaged Assets for Performance

In this Tech Tip Tuesday post, we’re giving you the inside details on how you can keep assets visible on reports while also removing them from affecting performance calculations.

The post Tech Tip Tuesday: Unmanaged Assets for Performance appeared first on Orion Advisor Services.

30
Jul

Looking to Save Time on Back-Office Tasks? Here’s One More Way Orion’s AIP Can Help

Now with Orion, manually maintained products can be an important tool for advisors looking to gain more control over alternative investments. Here’s how to control them in Orion Connect.

The post Looking to Save Time on Back-Office Tasks? Here’s One More Way Orion’s AIP Can Help appeared first on Orion Advisor Services.

26
Jul

Vet Your Tech Like an Executive Hire

Why should you care about the culture of the firms that provide your advisory practice’s technology? As long as your tech stack does what you need it to do, everything else is immaterial, right? Not quite. Read more of our CEO Eric Clarke's thoughts on why you and your technology partners need to evolve in the same direction toward a shared vision for the future. 

The post Vet Your Tech Like an Executive Hire appeared first on Orion Advisor Services.

19
Jul

Orion Rundown: New Eclipse Feature, ASTRO Demo, Recommended Billing Methods and More!

What’s new with Orion? In this update, you’ll find out what you need to know about creating Multi-Asset Class Securities in Eclipse, getting a sneak-peak of ASTRO, now out of Beta, how to choose the right billing method and more!

The post Orion Rundown: New Eclipse Feature, ASTRO Demo, Recommended Billing Methods and More! appeared first on Orion Advisor Services.

18
Jul

New Trading Feature: Multi-Asset Class Securities Now in Orion Eclipse

Adding multiple weightings to a security to create multi-asset class securities in Orion Eclipse can help you take greater control over rebalancing and trading. Find out how!

The post New Trading Feature: Multi-Asset Class Securities Now in Orion Eclipse appeared first on Orion Advisor Services.

17
Jul

Tech Tip Tuesday: When to Use Financial Planning Fees, How to Find Excluded Accounts, and Transaction Mapping

In this Tech Tip Tuesday post, our subject matter experts have highlighted financial planning fees and new capabilities in the New Accounts Center so you can continue growing your business quickly and at scale.

The post Tech Tip Tuesday: When to Use Financial Planning Fees, How to Find Excluded Accounts, and Transaction Mapping appeared first on Orion Advisor Services.

13
Jul

Are You Billing in Arrears? Maybe You Should Be

Calculating fees in Arrears with an Average Daily Balance billing method can help save your firm time, create less stress for employees, and calculate more accurate bills. We explain how in today’s post.

The post Are You Billing in Arrears? Maybe You Should Be appeared first on Orion Advisor Services.