NorthStar Blog

02
May

Integration Update: CRM Simplified with Orion + Salesforce Enhancements

We’ve updated our integration so you can now use Orion Connect in Salesforce Lightning. This update brings new enhancements including the ability to use Orion’s Insight app in your Salesforce account.

The post Integration Update: CRM Simplified with Orion + Salesforce Enhancements appeared first on Orion Advisor Services.

23
Apr

How We’re Enhancing Your Orion Communication Experience

We’re upgrading our phone service provider to give us more flexibility in how we support advisors and create a superior Orion communication experience.

The post How We’re Enhancing Your Orion Communication Experience appeared first on Orion Advisor Services.

20
Apr

Coming Soon: Our Enhanced Bill Pay Feature

Today’s article highlights one of our exciting May Software Updates: An enhanced Bill Pay feature.

The post Coming Soon: Our Enhanced Bill Pay Feature appeared first on Orion Advisor Services.

20
Apr

10 Years Later: Lessons Learned from the Global Financial Crisis

Content provided by Rusty Vanneman, CFA, CMT, Chief Investment Officer Question: Ten years have passed since the onset of the financial crisis. What about the past decade has changed your thinking about the economy, financial markets, or investing?  While I honestly think most of my investment philosophy and approach remains essentially the same, there are degrees of emphasis that have...
18
Apr

Your Top Alternative Investment Platform Questions—Answered

Get your Alternative Investment Platform questions answered in today’s post, and learn how simple it can be to track and report on alternatives in Orion.

The post Your Top Alternative Investment Platform Questions—Answered appeared first on Orion Advisor Services.

17
Apr

NorthStar Financial Agrees to Acquire FTJ FundChoice

We’re excited to announce that our parent company, NorthStar Financial Services Group, will acquire FTJ FundChoice. Find out how the synergies created between our firms will help Orion enhance the capabilities of our trading platform.

The post NorthStar Financial Agrees to Acquire FTJ FundChoice appeared first on Orion Advisor Services.

09
Apr

How to Build Portfolios in Orion Communities

Offering model portfolios in Orion Communities can help you grow your business by adding an additional revenue stream as Subscribers sign up for the use of your models. Learn how in today's post.

The post How to Build Portfolios in Orion Communities appeared first on Orion Advisor Services.

06
Apr

Orion Bi-Weekly: Ascent Registration Now Open

What's new at Orion? In today's post, you can find out how to register for Ascent 2018, give us your feedback on the Orion Client Portal, learn about our new compliance app, Compass, find what upcoming Orion events you won't want to miss and more!

The post Orion Bi-Weekly: Ascent Registration Now Open appeared first on Orion Advisor Services.

04
Apr

How Orion’s Compass App Solves Common Compliance Problems

Setting up and testing policies and procedures are some of the most common compliance problems advisory firms face. Learn how the Compass app can help solve these issues in today’s article.

The post How Orion’s Compass App Solves Common Compliance Problems appeared first on Orion Advisor Services.

03
Apr

It’s 2018: Do You Know Where Your Client Data Is?

Knowing where your data ends up is a big deal, not just to your clients but also to your firm. The ultimate responsibility for data security may be defined in the small print of contracts with third-parties, but what can be done? Eric Clarke, Orion's CEO discusses where to start.

The post It’s 2018: Do You Know Where Your Client Data Is? appeared first on Orion Advisor Services.