Category: Tech Tip

15
Jan

OmniGuide Chat Bots Help Orion Service Teams Provide Quick Solutions

The robots are taking over! Well not really, but they are here to help provide quick solutions during your chat conversations! With the new OmniGuide Chat Bots, you’ll be able to engage more effectively with our Subject Matter Expert (SME) team members and get answers to your questions fast so you can get back to your business. Let’s dive in! What? OmniGuide chatbots have been setup for several of our SME teams. As you engage in chat conversations, the chatbots will pop up to offer helpful solutions to your questions so you can get the answers you’re looking for even faster; saving you valuable time. Each of our SME teams are building responses to common questions that come up during chats. Since they are built by humans, the responses are meant to be conversational, not robotic. Unlike knowledge articles, which are a repository of lengthy FAQ articles, Omniguide responses are designed to be short, and logically flow in dynamic and complex conversations. Let’s checkout a sample conversation… Advisor: I have a question about performance for an account. Advisor: Can I share my screen with you? Omniguide: Sure thing! I’ll send you a request now! SME team member: Let’s go to...

The post OmniGuide Chat Bots Help Orion Service Teams Provide Quick Solutions appeared first on Orion Advisor Services.

27
Dec

Tech Tip Thursday: How to Use Orion’s Performance Overview App

The next time you need to quickly calculate portfolio performance, try the Performance Overview app in Orion Connect. You can generate performance for any entity level, and compare it against benchmarks.

The post Tech Tip Thursday: How to Use Orion’s Performance Overview App appeared first on Orion Advisor Services.

13
Dec

Tech Tip Thursday: Set Related Households for Billing Breakpoints

Orion’s portfolio accounting tools give you ultimate flexibility when it comes to billing your clients. Read how to set up aggregate household billing to achieve the right breakpoints in today’s blog.

The post Tech Tip Thursday: Set Related Households for Billing Breakpoints appeared first on Orion Advisor Services.

06
Dec

Tech Tip Thursday: Managing Your Orion Form 13F and ADV Settings

In this week’s Tech Tip, we’ll show you how you can use Orion to simplify your Form 13F and ADV reporting with the Compass app, which we designed to help you create a compliance testing regimen that can automatically run the right reports when you need them.

The post Tech Tip Thursday: Managing Your Orion Form 13F and ADV Settings appeared first on Orion Advisor Services.

29
Nov

Tech Tip Thursday: Keep Your Data Clean with the Asset Comparison Report

Orion’s Asset Comparison Reports alerts you to accounts and assets that a custodian no longer sends to Orion so you can easily keep your database clean and updated.

The post Tech Tip Thursday: Keep Your Data Clean with the Asset Comparison Report appeared first on Orion Advisor Services.

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.