Orion’s trading and rebalancing tools can provide efficiency and time-saving steps, like adding FIX execution to your trading workflow.
Why should you care about the culture of the firms that provide your advisory practice’s technology? As long as your tech stack does what you need it to do, everything else is immaterial, right? Not quite. Read more of our CEO Eric Clarke’s thoughts on why you and your technology partners need to evolve in the same direction toward a shared vision for the future.
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!
The next time you need to quickly calculate portfolio performance, try the Performance Overview app in Orion Connect. You can generate performance for any entity level, and compare it against benchmarks.
Monitor your clients’ Required Minimum Distributions for the year with the RMD Dashboard app in Orion Connect, and keep all your portfolios on-track with a glance.
In all of the hustle and bustle of the holiday season, let Orion’s holiday wish list make shopping for your business simple this year!
Today we announced a significant upgrade to its account-opening experience for Orion users who custody with TD Ameritrade Institutional, a leading provider of comprehensive brokerage and custody services, eliminating hours or days of manual data entry.
Orion’s portfolio accounting tools give you ultimate flexibility when it comes to billing your clients. Read how to set up aggregate household billing to achieve the right breakpoints in today’s blog.
In this week’s Tech Tip, we’ll show you how you can use Orion to simplify your Form 13F and ADV reporting with the Compass app, which we designed to help you create a compliance testing regimen that can automatically run the right reports when you need them.