Category: Tech Tip

21
May

Reconciling Billing Audit Files

In this week’s Tech Tip, we’ll look at the Billing Reconciliation process and some of the files you’ll need to make sure your clients are being billed correctly.

The post Reconciling Billing Audit Files appeared first on Orion Advisor Services.

14
May

Building Custom Cost Basis Reports in Report Builder 3.0

Orion’s Report Builder 3.0 has a variety features to help you streamline your reporting process and give you the tools you need to help you look your best! In this week’s Tech Tip, we’ll explore the cost basis function and how you can customize your settings.

The post Building Custom Cost Basis Reports in Report Builder 3.0 appeared first on Orion Advisor Services.

07
May

Getting the Most Out of the Orion Compliance App

This week’s Tech Tip comes from the Orion Compliance Team. We’ll take a dive into the Compliance App within Orion Connect, and show you how to gather data for your 13F Report.

The post Getting the Most Out of the Orion Compliance App appeared first on Orion Advisor Services.

30
Apr

Performance Roadmap: Dynamic Benchmarks, Daily Composites, Performance Viewer 2.0, and More!

In this week’s Tech Tip, we’ll explore some of the many performance tools available in Orion Connect and how you can use them to enhance your practice.

The post Performance Roadmap: Dynamic Benchmarks, Daily Composites, Performance Viewer 2.0, and More! appeared first on Orion Advisor Services.

23
Apr

Updating Account Numbers and Orion Help Articles

This week’s Tech Tip comes with a bonus! First, we’ll explore how to fix an incorrect or missing account number, and then we’ll show you how to do a quick search to locate Orion help articles.

The post Updating Account Numbers and Orion Help Articles appeared first on Orion Advisor Services.

16
Apr

Streamline Your Billing Process with Fee Auto Post

In this week’s Tech Tip, we’ll look at how enabling the Fee Auto Post option can help you streamline your billing process, avoid advisory fee delays, and ultimately get you paid sooner!

The post Streamline Your Billing Process with Fee Auto Post appeared first on Orion Advisor Services.

09
Apr

Look Your Best with Report Builder 3.0

In this week’s Tech Tip, we’ll look at how Orion’s Report Builder 3.0 can help you look your best by building custom, informative, and easy to digest reports.

The post Look Your Best with Report Builder 3.0 appeared first on Orion Advisor Services.

02
Apr

Compiling AUM Data for ADV Filing is a Snap with Orion’s ADV Dashboard

In this week’s Tech Tip, we’ll explore how Orion’s ADV Dashboard can simplify your AUM reporting process, saving you time when filing your ADV, so you can get back to strengthening your client relationships and growing your business!

The post Compiling AUM Data for ADV Filing is a Snap with Orion’s ADV Dashboard appeared first on Orion Advisor Services.

26
Mar

Viewing Client Risk Statistics in the Performance Viewer App

In this week's Tech Tip we'll discuss how to view a client's risk statistics within the Performance Viewer app and how you can make adjustments to keep your client on track to meet their long-term financial goals.

The post Viewing Client Risk Statistics in the Performance Viewer App appeared first on Orion Advisor Services.

19
Mar

Easily Link Orion Clients to ByAllAccounts

This week’s Tech Tip shows how to run a query of Orion accounts that are ready to be linked to ByAllAccounts. Linking your clients’ accounts to ByAllAccounts helps aggregate your clients’ data into one simple report, making client reviews a breeze.

The post Easily Link Orion Clients to ByAllAccounts appeared first on Orion Advisor Services.