All Posts By

Randy Lambert

Ringing in the New Year with Randy

By | Support, Uncategorized

At Orion, meeting the shifting needs of our client base in 2018 wouldn’t have been possible without the proven processes we follow and our best-in-class technology produced by the growing team following an inspired purpose. So, as we embark on the new year ahead, I’d like to share some of the most exciting moments and memories from 2018!

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The Next Evolution in Time Management: Portfolio Lists from Orion

By | Operations Insight

Technological progress has a way of making life easier. Fifty years ago, listening to music meant getting out a vinyl album and the record player; twenty years ago, it meant sliding a cassette into a Walkman; today, it means tapping the screen of your iPod. The ability to change a song or artist has been fundamentally changed; what was once a somewhat lengthy process has been reduced to something that takes only seconds.

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Best Practices for the New Account Center

By | Operations Insight

Choose Your Own Adventure was a popular book series in the 1980s and 1990s—maybe you remember reading them, or remember your children reading them. In the books, the reader could choose the direction of the story based on multiple choices at the end of each chapter. In Orion Advisor Desktop, the number of options presented to you when setting up and maintaining new accounts could be described as a Choose Your Own Adventure type of situation…except without the joy of adventure.

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