What’s new at Orion? In today’s post, you can find out how to register for Ascent 2018, give us your feedback on the Orion Client Portal, learn about our new compliance app, Compass, find what upcoming Orion events you won’t want to miss and more!
Setting up and testing policies and procedures are some of the most common compliance problems advisory firms face. Learn how the Compass app can help solve these issues in today’s article.
Knowing where your data ends up is a big deal, not just to your clients but also to your firm. The ultimate responsibility for data security may be defined in the small print of contracts with third-parties, but what can be done? Eric Clarke, Orion’s CEO discusses where to start.
With Orion Connect and Eclipse, your firm can utilize a completely integrated portfolio accounting and trading system that keeps your entire team in sync and saves valuable time when maintaining portfolios.
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.