NorthStar Blog

29
May

Put Your Data Into Action: HiddenLevers + Orion Empower Firm-Level Insight with a New Business Intelligence Integration Enhancement

Is your business’s data meaningful, or just overwhelming? Learn how you can gain firm-level insights with our latest integration enhancement from HiddenLevers.

The post Put Your Data Into Action: HiddenLevers + Orion Empower Firm-Level Insight with a New Business Intelligence Integration Enhancement appeared first on Orion Advisor Services.

28
May

Sharing Case Messages with Additional Contacts

At Orion, we believe in having complete transparency with our advisors, which is why all open support cases are available for you to track in the Orion Support app. In this week’s Tech Tip, we’ll explore Orion’s communication process for support cases, and how you can securely share case messages with a third-party.

The post Sharing Case Messages with Additional Contacts appeared first on Orion Advisor Services.

21
May

Reconciling Billing Audit Files

In this week’s Tech Tip, we’ll look at the Billing Reconciliation process and some of the files you’ll need to make sure your clients are being billed correctly.

The post Reconciling Billing Audit Files appeared first on Orion Advisor Services.

21
May

It’s All About Presentation: Improve Yours with Orion and Asset-Map

Are your presentations capturing your clients’ attention — and their understanding? Learn how Orion and Asset-Map can help you deliver information in a way that improves advisor-client conversations and relationships.

The post It’s All About Presentation: Improve Yours with Orion and Asset-Map appeared first on Orion Advisor Services.

17
May

Power Your Firm’s Growth with Practifi’s Integrated Industry Solution

Do you have all the information you need to make the best financial recommendations for your clients? Practifi and Orion have joined forces to make sure you do.

The post Power Your Firm’s Growth with Practifi’s Integrated Industry Solution appeared first on Orion Advisor Services.

16
May

Streamlining Alternative Investment Management with Orion’s AIP

Maintaining alternative investments can be a hassle for advisors, but it doesn’t have to be. Learn how to generate accurate, holistic investment reports with Orion’s Alternative Investment Platform.

The post Streamlining Alternative Investment Management with Orion’s AIP appeared first on Orion Advisor Services.

14
May

May 2019 Software Update: Full Release Notes

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

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

14
May

Direct Disruption

Content Provided by Shana Sissel, CAIA – Portfolio Manager Change is coming to the ETF marketplace. ETFs once seemed unstoppable as industry trends evolved from closed-end products to mutual funds to ETFs. But the evolution isn’t over yet. Now, while the industry continues to rake in an impressive $1 billion each day, some ETF players...
14
May

Building Custom Cost Basis Reports in Report Builder 3.0

Orion’s Report Builder 3.0 has a variety features to help you streamline your reporting process and give you the tools you need to help you look your best! In this week’s Tech Tip, we’ll explore the cost basis function and how you can customize your settings.

The post Building Custom Cost Basis Reports in Report Builder 3.0 appeared first on Orion Advisor Services.

13
May

Orion and Junxure: Saving Advisors from Wasted Time and Costly Errors

Orion and Junxure have joined forces to improve day-to-day operations for advisors with a seamless flow of data between the two systems. Learn more now.

The post Orion and Junxure: Saving Advisors from Wasted Time and Costly Errors appeared first on Orion Advisor Services.