NorthStar Blog

08
Apr

Estate Planning Isn’t Just for the Wealthy: Help Your Clients Build a Legacy

While everyone knows how important financial planning is, understanding how estate planning fits into the financial planning conversation can sometimes be overlooked. But with an estimated $30 trillion dollars changing hands in the U.S. over the next decade — the largest wealth transfer in history —  now is the perfect time to start talking about estate planning with your clients and to get the right tech in place to manage your estate planning needs. Your clients rely on you to guide them through their finances for every stage of life from the income-earning years, through major life events, and into retirement. They might not realize they need help planning their legacy too. It can be difficult for clients to talk about what happens after their death. But with the help of a trusted advisor like you to facilitate the conversation, they can determine the best steps to take now to prepare for what happens after they’re gone. Estate Planning: Not Just for the HNW One common misconception surrounding estate planning is that potential clients don’t have enough assets to have to worry about estate planning. But just as the importance of financial planning has become a common household understanding, so...

The post Estate Planning Isn’t Just for the Wealthy: Help Your Clients Build a Legacy appeared first on Orion Advisor Services.

02
Apr

Compiling AUM Data for ADV Filing is a Snap with Orion’s ADV Dashboard

In this week’s Tech Tip, we’ll explore how Orion’s ADV Dashboard can simplify your AUM reporting process, saving you time when filing your ADV, so you can get back to strengthening your client relationships and growing your business!

The post Compiling AUM Data for ADV Filing is a Snap with Orion’s ADV Dashboard appeared first on Orion Advisor Services.

01
Apr

You Can Now Add “Award-Winning” to the Orion Compliance App

Orion’s turnkey Compliance solution for RIA firms and financial advisors has been named the winner of the Family Wealth Report Awards’ Compliance category.

The post You Can Now Add “Award-Winning” to the Orion Compliance App appeared first on Orion Advisor Services.

26
Mar

Viewing Client Risk Statistics in the Performance Viewer App

In this week's Tech Tip we'll discuss how to view a client's risk statistics within the Performance Viewer app and how you can make adjustments to keep your client on track to meet their long-term financial goals.

The post Viewing Client Risk Statistics in the Performance Viewer App appeared first on Orion Advisor Services.

25
Mar

Solving the Problem of Mass Customization in SMA Portfolios

The Orion ASTRO platform helps firms create custom SMA portfolios in an efficient and scalable way. Read more to see how you can automate your portfolio construction.

The post Solving the Problem of Mass Customization in SMA Portfolios appeared first on Orion Advisor Services.

20
Mar

5 Signs it’s Time to Spring Clean Your Technology

Happy first day of Spring! Time for the warmer weather to finally arrive and for animals and humans alike to emerge from hibernation. And while the nicer weather outside prompts many of us to spring into action (excuse the pun) by spending more of our free time gardening, working out, or simply enjoying the extra daylight hours with friends and family, springtime also brings about the age-old tradition of spring cleaning! And with the advances in cloud-based solutions, web-based open APIs, data analytics and more, there’s no better area to start cleaning than your portfolio accounting technology — figuratively, of course. Here are some tell-tale signs that your technology is in need of a clean up this spring: 1. Your Platform Still Relies on Physical Installation Why does it matter if your software resides on a dusty install disc or USB stick in an office drawer, as opposed to a cloud-based service? Simply put, local software installation puts your business continuity at risk. Outdated software ties itself to your hardware. That means when the power goes out, you lose access to the data you need. If a storm, fire or other disaster destroys your local hardware, the best you can...

The post 5 Signs it’s Time to Spring Clean Your Technology appeared first on Orion Advisor Services.

19
Mar

Making the Case: 3 Tips for Better Investing The Big Picture

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Focus on the Forest, Forget the Trees File Under: Portfolio Management, Behavioral Investing Omaha’s most famous billionaire, Warren Buffett, recently released his annual shareholder letter. The widely read letter always includes great tips for successful investing and some subtle jabs at certain industries. On page...
19
Mar

Easily Link Orion Clients to ByAllAccounts

This week’s Tech Tip shows how to run a query of Orion accounts that are ready to be linked to ByAllAccounts. Linking your clients’ accounts to ByAllAccounts helps aggregate your clients’ data into one simple report, making client reviews a breeze.

The post Easily Link Orion Clients to ByAllAccounts appeared first on Orion Advisor Services.

15
Mar

Let Orion Take the Luck Out of Vetting Your New Advisor Tech

In all of the hustle and bustle of the holiday season, let Orion’s holiday wish list make shopping for your business simple this year!

The post Let Orion Take the Luck Out of Vetting Your New Advisor Tech appeared first on Orion Advisor Services.

12
Mar

Account Adjustments for Add-On Services

This week’s Tech Tip explores the convenience of account adjustments and how you can save time during the billing process.

The post Account Adjustments for Add-On Services appeared first on Orion Advisor Services.