Orion Rundown: 90s Rapper Trivia, Learn How to Optimize Portfolios, and More!

What’s new with Orion? In this update, you’ll learn some new tech tips, see how ASTRO lets you build tax-efficient and optimized portfolios, discover how to invite a friend to Ascent 2018 and more!

Test Your 90’s Rapper Knowledge

Stop, collaborate and listen! Get your office together to take our 90’s Rapper Quiz for your chance to invite a colleague to attend Ascent 2018 at 50% off the full cost of registration.  

Take the Quiz



Manual Product Maintenance Now Available in AIP

Orion’s AIP (Alternative Investments Platform) users now have the power to quickly update manual products and prices, eliminating the need to wait for support requests to be completed. See how to take advantage of this new feature.

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Do You Know How ASTRO Really Works?

With Orion’s ASTRO tool, you can easily and automatically build portfolios optimized for client preferences and unique tax situations. Find out how this powerful tool works by downloading our infographic!

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Tech Tips for Billing, Reconciliation and More

Need to bill on financial planning fees? How about finding an account you excluded from a daily data feed? Learn best practices for each in our latest Tech Tip blog post.

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Automate Your Compliance Testing with Supervise

Find out how to simplify your advisory firm’s compliance testing program with automated queries, and reduce the amount of time you spend manually preparing by using Supervise, the new tool now available within Compass.

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About Eddie Sempek
Eddie Sempek serves as Orion's Chief Innovation Officer. He has worked in several roles at Orion and now oversees the team of tech consultants. He enjoys helping firms in their strategic planning and implementation of technology.