Category: Training Tutorial

09
Nov

Get Orion Insider Knowledge with the New Orion Support App

In our November Software Update, we took our support a step further with the rollout of the new Orion Support app, previously known as Orion Social.

The post Get Orion Insider Knowledge with the New Orion Support App appeared first on Orion Advisor Services.

06
Feb

How We’re Enhancing the Ascent Online Training Platform

Ascent has been a valuable resource to help Orion advisors learn the platform’s benefits, and now we’re implementing new ways to make the system work better for your firm.

The post How We’re Enhancing the Ascent Online Training Platform appeared first on Orion Advisor Services.

08
Aug

Let Ascent Help You Lead the Way

orion ascent training

If you're new to Orion, the Ascent training courses will familiarize you with the Orion platform. Complete the learning trails and become Orion Certified.

The post Let Ascent Help You Lead the Way appeared first on Orion Advisor Services.

24
Jan

Data Reconciliation Update: Why Orion Transitioned to the Schwab B/D Core File Layout

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Why did Orion make the transition to the new Schwab B/D Core file layouts? Read on to find out how the change affects you.

The post Data Reconciliation Update: Why Orion Transitioned to the Schwab B/D Core File Layout appeared first on Orion Advisor Services.

24
Jan

Getting Started: How to Become Ascent Certified

ascent certified

It’s easier than ever to become Ascent certified with Orion. Today’s blog takes a deep dive into how the Getting Started Trail benefits your firm.

The post Getting Started: How to Become Ascent Certified appeared first on Orion Advisor Services.

31
May

Get More Intelligent with Sleeve Strategy and Trade Queues

sleeve strategy

Learn more about how you can put Orion's Sleeve Strategy and Trade Queue apps to good use for your sleeve-portfolio strategies.

The post Get More Intelligent with Sleeve Strategy and Trade Queues appeared first on Orion Advisor Services.

29
Mar

Tech Tip: Sweet New Items from the March Update

Our Tech Tip includes how to use new Orion Connect Search Updates, Login As functionality, and data query filters on your grids.

The post Tech Tip: Sweet New Items from the March Update appeared first on Orion Advisor Services.

22
Mar

Get Insightful with New App Updates

We've got new app updates ready after our March release, including today's look at the new Insights app, fresh out of beta.

The post Get Insightful with New App Updates appeared first on Orion Advisor Services.

22
Dec

Get Your Data On with Business Intelligence

Check out the Orion guide on how to get started with Business Intelligence.

The post Get Your Data On with Business Intelligence appeared first on Orion Advisor Services.

03
Nov

Brighten Your World with Report Themes

Learn about how to use Orion's Report Themes to customize your advisory firm's reports.

The post Brighten Your World with Report Themes appeared first on Orion Advisor Services.