SWOT: A Specialty Services Division
Businesses require more than just great technology. Our Special Work Ops Team (SWOT) can help you maximize your investment in our tech.
Hands-On Back-Office Support
Whether you’re falling short on time or could benefit from the help of expert resources, our elite squad of experts from billing, reporting, and more can step in and help execute.
Access cleaner data and optimized workflows with less effort.
Receive full-time expertise for the cost of a part-time employee.
Get more out of Orion’s technology while reducing key-person risk.
Flexible Options To Meet Your Needs
You’ve customized your technology suite to fit your firm’s needs. Now, you can choose the level of outsourced support that works best, as well.
Want to outsource further? Contact FTJ FundChoice to learn how they can help you manage your business more confidently.
Looking for reliable, ongoing support?
We offer the support you need, when you need it–for less cost and effort. Check out available services:
Account & Household Setups
- New Account creation
- Exclusion table review
- Householding and download source setup
- Portfolio groups setup
Quarter End Assistance
- ACR audits and reviews
- Account cancellations
- QE Dashboard audit reviews and assistance
Billing & Reporting
- Quarterly mock and live bill creation, run in arrears with average daily balance
- Quarterly report batching
A La Carte Support
Interested in a la carte support, only when needed?
You’ve customized your technology suite to best fit your firm’s needs, now enjoy the benefits of additional back-office support, as the need arises with flexible, on-demand SWOT services.
- Statement entry
- Transaction history maintenance
- Account linking for performance
- History reconciliation
Alternative Investment Platform (AIP) SOWs
- Account creation and management
- Account reconciliation and troubleshooting
- Statement entry
- Transaction and activity history review
- Product and valuation setup
Master Client List (MCL) & Onboarding Assistance
- MCL setup and import
- Data pulls from other platforms
Supercharge Your Productivity
Increase the time spent serving your clients with custom support and additional resources to run a more efficient back-office.