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.
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.
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!
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.
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.
Find out why Orion’s CEO, Eric Clarke thinks you should vet you advisor tech like an executive hire.
We’ve got more Eclipse Demos now available! Sign up here.
Is ESG investing important to your clients? Tell us why.
- Are you taking advantage of the latest SalesForce + Orion integration? Learn more here.