NorthStar Blog

06
Feb

Basic Training on What You Need to Do with Form 13F

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.

02
Feb

What Should Investors Read?

  Content provided by Jackson Lee, CFA, Quantitative Investment Research Analyst Over the past couple of decades, advancements in technology have made a positive impact on the investment industry. For average investors, one of the biggest benefits is the availability and accessibility of data and information. Thanks to the advent of mobile devices, investors now...
30
Jan

Optimizing SMA Portfolios With ASTRO

Today’s post takes you through the steps of optimizing SMA portfolios through Orion’s new ASTRO tool and how it benefits portfolio managers.

The post Optimizing SMA Portfolios With ASTRO appeared first on Orion Advisor Services.

29
Jan

Orion Leads the Next Investment Management Revolution with Powerful Direct-Indexing Service

Orion's direct-indexing tool for Advisor Strategy and Tax Return Optimization (“ASTRO”) will become available to all financial advisors on the Orion platform on March 1, 2018.

The post Orion Leads the Next Investment Management Revolution with Powerful Direct-Indexing Service appeared first on Orion Advisor Services.

25
Jan

Orion Weekly: Explore Peer-to-Peer Models with Orion Communities

In today's Weekly, learn about our peer-to-peer model exchange and also how your firm can use automated portfolio optimization to create more opportunities to customize client service.

The post Orion Weekly: Explore Peer-to-Peer Models with Orion Communities appeared first on Orion Advisor Services.

25
Jan

Advisory Fee Billing Can Be Simple with Orion’s End-to-End Billing Solutions

Orion’s advisory fee billing solutions offer all the tools your firm needs to calculate, collect, and stay on top of outstanding invoices.

The post Advisory Fee Billing Can Be Simple with Orion’s End-to-End Billing Solutions appeared first on Orion Advisor Services.

25
Jan

2017 Markets in Review: Cryptoassets, Market Highs, and Value vs Growth

Content provided by Mark Matthews, Investment Research Analyst While short on market volatility, 2017 suffered no shortage of excitement. Major U.S. indices went on a tear with both the S&P 500 and Dow Jones Industrial Average (DJIA) setting all-time record highs. However, the biggest theme of 2017 was the breakout year in cryptoassets. Cryptoassets took...
24
Jan

Share Files with Confidence with An Exciting New Vera Feature

Orion uses industry-best file encryption processes to keep advisory firm data secure, and Vera is an important part of our approach.

The post Share Files with Confidence with An Exciting New Vera Feature appeared first on Orion Advisor Services.

23
Jan

The Orion Experience Is More Than Portfolio Management. Here’s Why.

orion experience

What is the Orion experience? It’s a comprehensive approach to helping advisors create memorable moments for their clients. Learn more in today’s post.

The post The Orion Experience Is More Than Portfolio Management. Here’s Why. appeared first on Orion Advisor Services.

16
Jan

Research Holdings with Orion’s AdvisoryWorld Integration

Learn more about Orion’s AdvisoryWorld Integration to see how to incorporate deep data insights into your reports.

The post Research Holdings with Orion’s AdvisoryWorld Integration appeared first on Orion Advisor Services.