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Orion Advisor Services

OrionConnect- One Neat, Simply Package

By | Integrations, Training Tutorial

Contact your Account Manager to schedule a demo and experience how simple your internal operations can become. CRM |Maintenance & Reporting | New Accounts | Trading | Billing | Dashboards | Workflows | Data Syncing Report Builder & Versioning – simple, custom-tailored reports Custom Text Boxes: Enhance your custom reports by adding callouts that explain the data, or customize your disclaimers so clients stay current and educated. Advisor Desktop> Portfolio> Report Builder> Build a new report> Misc> Drag & Drop Custom Text Box anywhere! Show/Hide Options: Have it your way! Choose from a variety of sub report options to either show/hide information or alter the displayed data. Every Orion Report contains report options – make your selection and go! Versioning: Ask for feedback, create their own version, and remember – simple is good. Client Portals – simple, client-facing information and better ways to communicate Portfolio Dashboard: Enhance your client’s Web Portal experience with a customized landing page of information! Orion Web Portal> Maintain> Maintain Web Tiles> Tile Layout Tab> Dashboard: Portfolio> Drag & Drop Available to Left or Right Columns> Save Web Content Manager: Add more to! If you have information or content on your business website, just add it…

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