Sometimes, you need a more personal touch to use technology to its fullest potential. On day two of our most recent Eclipse + Communities Summit in Omaha, we dedicated the entire day to 1:1 meetings with our advisors. Here’s a behind the scenes look at what goes on during an Eclipse consulting session.
The post Behind the Scenes: What’s Included in an Eclipse Consulting Session appeared first on Orion Advisor Services.
You may have noticed that we changed the name of this email from the “Orion Bi-Weekly” to the “Orion Rundown.” As we continue to enhance Orion to better meet your needs, we’ll provide you with a rundown of what you need to know, every other week!
The post Orion Rundown: New Ways to Pay for Ascent, ASTRO Out of BETA, Tech Tips and More! appeared first on Orion Advisor Services.
Day one of our Eclipse + Communities Summit in Omaha covered a wide range of trading topics. Here’s what you need to know from our training sessions.
The post Key Takeaways From the Eclipse + Communities Summit: Omaha appeared first on Orion Advisor Services.
We want to provide our clients with the resources needed to get the most out of the Orion Connect platform. To do this, our subject matter experts have highlighted some best practices to help solve everyday issues and continue growing your business quickly and at scale.
The post Tech Tip Tuesday: Archive Reports, File 13F Reports, and Restore Canceled Accounts appeared first on Orion Advisor Services.