Category: Tech Tip

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.

12
Mar

Account Adjustments for Add-On Services

This week’s Tech Tip explores the convenience of account adjustments and how you can save time during the billing process.

The post Account Adjustments for Add-On Services appeared first on Orion Advisor Services.

26
Feb

Tech Tip Tuesday: Contacting the Orion Compliance Team

In this week’s tech tip, we’ll discuss some exciting things happening with the Orion Compliance Team and how you can get involved!

The post Tech Tip Tuesday: Contacting the Orion Compliance Team appeared first on Orion Advisor Services.

19
Feb

Tech Tip Tuesday: Cost Basis Reporting Best Practices

In this week’s tech tip, we’ll review different methods of storing cost basis information and which style we recommend for the most accurate reporting.

The post Tech Tip Tuesday: Cost Basis Reporting Best Practices appeared first on Orion Advisor Services.

05
Feb

Get Paid Faster with Help from the Orion Cash Funding Tool

There’s nothing better than opening your bank account app and seeing that funds have been deposited. But what if you got a message that said, “Funds will be available once trades settle, check back soon.” For many advisors, advisory fees make up a significant portion of their income. If the billing process is disrupted, it can really affect their day-to-day operations. With the Orion Cash Funding Tool, you can run a report to make sure there is enough cash available in your clients’ accounts before you bill. This will save you the headache of trading to free up cash and help you get paid quicker! What? Before billing your clients, you can run a report to make sure there is enough cash available to collect fees. This can be run on a forecast or a live bill. Running this report will help reduce rejections from the custodian and ultimately get you paid quicker. How? To use the Cash Funding tool, go to the Bill Generator or Billing Audit app > Cash Funding tab > Click on the blue calendar icon in the upper right-hand corner > Start Date is the date the Bill Instance was generated End Date is the...

The post Get Paid Faster with Help from the Orion Cash Funding Tool appeared first on Orion Advisor Services.

29
Jan

Tech Tip Tuesday: Stay on Top of Client RMDs with Orion’s RMD Dashboard

Find out how Orion's RMD Dashboard can streamline your clients’ RMD process and help them avoid costly IRS penalties in this week's Tech Tip.

The post Tech Tip Tuesday: Stay on Top of Client RMDs with Orion’s RMD Dashboard appeared first on Orion Advisor Services.

22
Jan

File 13F Securities Reports Seamlessly with Help from the Orion Compass App

Find out how you can navigate the complexities of the regulatory environment, including 13F filings and streamline your business with the help of Orion's Compass app!

The post File 13F Securities Reports Seamlessly with Help from the Orion Compass App appeared first on Orion Advisor Services.

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.