Category: Operations Insight

30
Apr

How Orion Stacks Up to the Competition

We’re excited to say that the T3 2018 Tech Trends survey shows that Orion not only stacks up well to the competition — we regularly surpass them! Check out the infographic for more details about why Orion is the right choice to be your portfolio management technology.

The post How Orion Stacks Up to the Competition 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 Outdated software ties itself to your hardware.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.

07
Feb

Why It’s Important for Financial Advisors to Listen to Their Own Advice

Would you go to a physician who didn’t have the confidence to diagnose themselves with the common cold? Would you eat at a restaurant (even if it had a few Michelin stars) if the chef refused to eat his or her own cooking? If you said “no” to either one of those questions, then maybe it’s time to ask yourself a third question—and this one’s a little more personal: Should you  expect clients  to listen to your advice if you don’t follow the same guidelines and practices that you  recommend for them? We talked to three advisors to understand their view on why it is important for financial advisors to follow the same advice that they give to clients. Here’s what they told us… Invest with Your Clients A common theme was that advisors should invest alongside their clients—in the same assets, same portfolios, and same strategies. “We are big believers in taking our own advice at Warren Street Wealth,” said Founding Partner and CIO, Blake Street. “We invest directly alongside our clients, which helps us stay in-tune with the sentiment they experience since our DNA is not much different than theirs.” While Street’s firm is in California, another advisor...

The post Why It’s Important for Financial Advisors to Listen to Their Own Advice appeared first on Orion Advisor Services.

25
Jan

These are the Business Boogeymen That Keep Advisors Up at Night

From cybersecurity to unknown client expectations, advisors have a lot to handle. Orion Advisors discussed their main concerns to give you an idea of how to best handle them.

The post These are the Business Boogeymen That Keep Advisors Up at Night appeared first on Orion Advisor Services.

26
Dec

The Dec. 31st RMD Deadline is Near: Are You Ready?

Monitor your clients’ Required Minimum Distributions for the year with the RMD Dashboard app in Orion Connect, and keep all your portfolios on-track with a glance.

The post The Dec. 31st RMD Deadline is Near: Are You Ready? appeared first on Orion Advisor Services.

21
Nov

5 Ways Orion Can Support Your Growth in Becoming a Billion-Dollar Firms

Large and growing RIA firms often have more highly-specialized needs from their technology partners. Read our post to see how Orion can support your needs.

The post 5 Ways Orion Can Support Your Growth in Becoming a Billion-Dollar Firms appeared first on Orion Advisor Services.

01
Nov

Tech Tip Thursday: Get Ready for RMD Season with These Helpful FAQs

Orion’s RMD Dashboard app helps you monitor RMDs for eligible clients. In this week’s Tech Tip we’re discussing some FAQs designed to make RMD season even easier for you and your clients.

The post Tech Tip Thursday: Get Ready for RMD Season with These Helpful FAQs appeared first on Orion Advisor Services.

08
May

Best Practices for Monitoring Required Minimum Distributions

Keep your clients on track by monitoring required minimum distributions with the Required Minimum Distributions (RMD) dashboard app from Orion.

The post Best Practices for Monitoring Required Minimum Distributions appeared first on Orion Advisor Services.

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.

20
Mar

Easy New Account Onboarding With Orion

Orion’s New Accounts Center app and integrations with proposal engines can help you make new account onboarding a simple and streamlined experience for your entire firm.

The post Easy New Account Onboarding With Orion appeared first on Orion Advisor Services.