In today's Orion Weekly, learn about tax-efficient trading, building individual portfolios in ASTRO, new integrations with LexisNexis and AssetMap, and more.
The new LexisNexis integration screens client information against the prohibited person and prohibited entity lists that are published by the US Treasury’s Office of Foreign Assets Control (OFAC) and the Commerce Department.
The post How The LexisNexis Integration Helps You Manage OFAC Compliance appeared first on Orion Advisor Services.
In today’s article, we’ve rounded up all the most important highlights from our upcoming February 2018 software update so you can be prepared to use these new enhancements in your firm.
The post Highlights from the Orion February 2018 Software Update appeared first on Orion Advisor Services.
Orion’s new ASTRO tool can help your firm provide clients with portfolios that incorporate tax return optimization and better manage risk simultaneously.
The post Back To The Future: From Models To Individualized Portfolios At Scale appeared first on Orion Advisor Services.
In today's Weekly, learn about ASTRO, Orion’s Powerful New Portfolio Optimization Solution and how you can create a customized SMA portfolio for each client, all while
maximizing returns and reducing risk.
The post Orion Weekly: ASTRO Is Orion’s Powerful New Portfolio Optimization Solution appeared first on Orion Advisor Services.
Ascent has been a valuable resource to help Orion advisors learn the platform’s benefits, and now we’re implementing new ways to make the system work better for your firm.
The post How We’re Enhancing the Ascent Online Training Platform appeared first on Orion Advisor Services.
Orion’s Compliance Manager offers suggestions for your advisory firm to know when to file Form 13F and what you need to know about using Orion to support your compliance processes.
The post Basic Training on What You Need to Do with Form 13F appeared first on Orion Advisor Services.