We’ve updated our integration so you can now use Orion Connect in Salesforce Lightning. This update brings new enhancements including the ability to use Orion’s Insight app in your Salesforce account.
Identifying and communicating the benefits of a client portal is critical if you want them to use your new software tool. Today’s post covers how to prepare both your staff and clients to reap the benefits of Orion’s Client Portal.
In today’s article, we’ve rounded up all the most important highlights from our upcoming February 2018 software update so you can be prepared to use these new enhancements in your firm.
Orion’s direct-indexing tool for Advisor Strategy and Tax Return Optimization (“ASTRO”) will become available to all financial advisors on the Orion platform on March 1, 2018.
We’ve added co-browsing in Orion Connect to help make your support experience with Orion more seamless than ever. Learn more in today’s post.
You can find all things integrations in the new Orion Integrations Center app. Learn more about integrations, watch tutorials, and more.
This year, Orion made several compliance-related changes including new tools and new staff. Here’s an overview and what it means for you and your firm.
Trading for advisors is now faster and easier than ever. Execute trades from wherever the Orion Insight app is installed, including your CRM.