Category: Tech Tip

15
Nov

Tech Tip Thursday: Show the Best Performance Calculation Method for Your Clients

Learn how to change the performance calculation method displayed in the Client Portal and display the performance calculation method that makes the most sense for your clients.

The post Tech Tip Thursday: Show the Best Performance Calculation Method for Your Clients appeared first on Orion Advisor Services.

08
Nov

Tech Tip Thursday: Exclude Assets From Your Billing Process and Save Time This Billing Season

Learn how to exclude certain accounts, assets, or products from a client’s billing statement this billing season so you can save time and get back to your business.

The post Tech Tip Thursday: Exclude Assets From Your Billing Process and Save Time This Billing Season 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.

25
Oct

How to Change Your 13F & ADV Reportable Settings

It’s almost Halloween! Time to be on the lookout for ghosts, goblins and of course, the spookiest of them all... regulatory filings! Find out how to exclude items from your13F and form ADV filings in this week's Tech Tip.

The post How to Change Your 13F & ADV Reportable Settings appeared first on Orion Advisor Services.

18
Oct

Tech Tip Thursday: How to Link ByAllAccounts and Make Hard-to-Get Data Less Hard to Get

In today’s Tech Tip, learn how to improve efficiency by linking your accounts from ByAllAccounts with your corresponding accounts in Orion without submitting a request for manual processing!

The post Tech Tip Thursday: How to Link ByAllAccounts and Make Hard-to-Get Data Less Hard to Get appeared first on Orion Advisor Services.

11
Oct

Tech Tip Thursday: How Orion Can Help Advisors Seeking GIPS Verification

In this week’s Tech Tip, we highlight three tools available now at Orion to help your firm easily compile the data you will need during the GIPS verification process.

The post Tech Tip Thursday: How Orion Can Help Advisors Seeking GIPS Verification appeared first on Orion Advisor Services.

02
Oct

Tech Tip Tuesday: Billing Lockdown

Today’s Tech Tip Tuesday will help you solve for one of the most common quarter-end questions: how do I take my database out of lockdown once finished with billing?

The post Tech Tip Tuesday: Billing Lockdown appeared first on Orion Advisor Services.

25
Sep

Tech Tip Tuesday: Quarter-End Dashboard Customization

In today’s Tech Tip Tuesday, learn how to customize your quarter-end process with Orion’s Quarter-End Dashboard to better fit your firm’s unique processes.

The post Tech Tip Tuesday: Quarter-End Dashboard Customization appeared first on Orion Advisor Services.

18
Sep

Tech Tip Tuesday: How to Correct Account Numbers and Get Help Faster

Today’s Tech Tip Tuesday is a two-for-one! Learn how to correct a missing or incorrect account number and get help articles fast without leaving Orion Connect.

The post Tech Tip Tuesday: How to Correct Account Numbers and Get Help Faster appeared first on Orion Advisor Services.

11
Sep

Tech Tip Tuesday: Linking Accounts for Performance in Three Simple Steps

Linking accounts for performance may be a rare situation, but if you do come across it, you can complete your task in a few short minutes with the information in today’s Tech Tip Tuesday.

The post Tech Tip Tuesday: Linking Accounts for Performance in Three Simple Steps appeared first on Orion Advisor Services.