05/21/2013 Tech Tip Tuesday-Mobile App Customization In this week's tech tip, Brian Schmitz discusses customizing your mobile app. Read More
05/14/2013 Tech Tip Tuesday - Custom Imports In this week's tech tip, training manager Brian Schmitz discusses running custom imports in OrionConnect. Check back next week for the next video. Read More
05/13/2013 Fliptop Integration Preview Watch Vice President of Institutional Business Development Kyle Hiatt utilize Fliptop within Salesforce to prepare for a call with a prospect. Read more about Fliptop in the May Efficient Advisor Newsletter which will be available Wednesday. Read More
05/07/2013 Tech Tip Tuesday - Billing Maintenance In this tech tip, Director of Technology Support Joe Leyboldt discusses billing maintenance in Salesforce and Orion Connect. Read More
04/30/2013 Tech Tip Tuesday - Data Synchronization In this Tech Tip, Director of Technology Support Joe Leyboldt reviews data synchronization between the Orion system and Salesforce/Orion Connect. Read More