Category: Reporting

03
Jun

Brand New Reasons to Love Report Builder

Do more reporting with more efficiency. Orion’s latest Report Builder enhancements have made the tool better than ever; learn how it can help streamline your operations.

The post Brand New Reasons to Love Report Builder appeared first on Orion Advisor Services.

02
May

The Data Query Time Saver You Probably Aren’t Using

Did you know the Orion platform lets you set up scheduled data queries? Learn how you can save time and stay on top of compliance reporting with our scheduling tool.

The post The Data Query Time Saver You Probably Aren’t Using appeared first on Orion Advisor Services.

14
Feb

5 Tools to Help Your Clients Feel the Love this Valentine’s Day

It's Valentine's Day and we're playing Cupid. Let Orion help you show your client's how much you appreciate them this Valentine's Day with our list of tools to help your clients feel the love.

The post 5 Tools to Help Your Clients Feel the Love this Valentine’s Day appeared first on Orion Advisor Services.

31
Jan

Creating Win-Wins With Your Reporting

For today’s advisory firms, the client experience is everything, and it’s not limited to in-person interactions, either. And while the client experience you create does build its foundation on face-to-face meetings, phone calls, and personalized notes, it also extends into the digital realm. If your digital client experience doesn’t support the client experience you create offline, it can create an unwelcome perception of your firm by not keeping up with the times. It’s easy to think of your client experience in terms of a client portal and annual review meetings, but the reports you provide to clients can have just as much of an impact on making them feel understood and create opportunities for meaningful conversation. In this post, we’ll look at how the reports you use can impact the relationships you build with clients. Four Ways Your Reports Affect Client Relationships The types of reports you use can positively affect the experience you provide your clients, and that’s especially true when you put effort into creating reports that are customized and personalized for each of your clients. Here are four ways that performance reports can create better client relationships. 1. The Right Reports Can Create More Engaged Clients Putting...

The post Creating Win-Wins With Your Reporting appeared first on Orion Advisor Services.

31
Dec

2018 Top 10 Orion Blog Countdown: Tech Conversion Tips, Breakaway Best Practices, Reporting Insights and More!

Before the big countdown to midnight begins, let’s do a countdown of our own and see what the 10 most popular blogs were in 2018!

The post 2018 Top 10 Orion Blog Countdown: Tech Conversion Tips, Breakaway Best Practices, Reporting Insights and More! appeared first on Orion Advisor Services.

12
Nov

Five New Customization Features to Try in Report Builder 3.0

We’ve added a lot of new Orion Report Builder 3.0 features, designed to save you time when personalizing reports. Check out this post to learn more.

The post Five New Customization Features to Try in Report Builder 3.0 appeared first on Orion Advisor Services.

12
Sep

Ascent 2018 Product Roadmap Sneak Peek: Report Builder

We previewed the new Report Builder enhancements in the works for advisors attending Ascent 2018. In this post, learn more about the new customizations and enhancements coming your way later this year.

The post Ascent 2018 Product Roadmap Sneak Peek: Report Builder appeared first on Orion Advisor Services.

06
Mar

Tracking Alternative Investments Is Simple With The New Alternative Investment Platform. Here’s How To Do It.

Tracking alternative investments in Orion has never been more intuitive or easy. See how your firm can use the new Alternative Investment Platform, available in the Account Composer app.

The post Tracking Alternative Investments Is Simple With The New Alternative Investment Platform. Here’s How To Do It. 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.