Welcome Home
Run your day. Crush your goals. Repeat.
Introducing Orion Connect: REIMAGINED
The Orion home experience surfaces the details that matter most to you—decided by you—so you can prioritize your day-to-day appropriately. No two advisors care about the exact same things. That’s why you have the flexibility to choose your home experience cards, the data they display, and the layout of your dashboard. to show data most meaningful to your business to get where you want to go, faster to make running your business more fun Each card provides one-click navigation to access more information, meaning you never have to remember where the data lives in Orion. Through a simple client search, a slick portfolio tree offers the information you need to make more informed decisions: account summaries, goals, allocation details, and performance. Need to open an account? Or run a quick report? Do so directly through your home experience—no need to jump to other parts of the platform. Are you an admin or executive looking to quickly evaluate an advisor? Simply filter your dashboard by advisor to analyze the health of his or her book. Schedule a demo to see how the all-new Orion home experience can increase your productivity, simplify your workflows, and help you crush your goals.Take the guesswork out of your day.
Shape your own experience.
Your Home Experience
Customized
Organized
Optimized
Do more work in less time.
Manage your clients’ accounts effectively.
Take quick action on tasks you do every day.
Drill down into advisor-specific data.
Experience a better way to run your day.
