We recently wrapped up our first Fuse conference, and what a weekend it was! Over 50 participants from more than 15 companies attended the three day event that was focused solely around developers from some of the best financial services software companies getting together and creating better technology for advisors.
Too often in business priorities replace people with profits. In the race to get ahead, relationships and human connection can sometimes be left behind.
I recently had the opportunity to climb Yosemite’s Half Dome. With an elevation of just over 8,800 feet, reaching the summit required both mental and physical exertion, but in the end, you are left with a feeling of accomplishment and enrichment for the experience.
When we began discussing how to make our Client Portal better, we knew that enhancing its communication aspects had to become a central point of its reinvention. While putting financial information front and center in large, bold, colorful ways was a major development, the ability for you, the advisor, to use your Client Portal to foster better, easier touch points with your clients had to be a defining feature; we believe this has been accomplished, and we are excited to share the results with you.
Spring is a time of renewal and rebirth. Trees and flowers are shedding their grey winter shells and replacing them with colorful coats. This spring, Orion is taking part in that renewal through the updates made in ourMarch 2014 software release. Most notably, we are excited to share the new look of Orion Connect with you.
When a stylized report is not needed or you just want to easily sort and filter data, run a Data Query! Advisor users have always had access to this feature, but Orion now offers Data Queries for your representatives through the Orion Web Portal. Just request to have an existing Data Query enabled for the rep level, or tell Orion what you need to make your day a little brighter! Orion can create new Data Queries, or you can choose from commonly used Data Queries that have already been formatted for representatives. Follow these three easy steps to manage Data Query access for your representatives. Step 1 – Decide if you want an existing advisor (Global) level Data Query formatted for the rep level, or if you need a new query created. Be sure to review the queries already formatted for representatives — what you need might already be ready to go! Step 2 – Submit your request to your Account Manager for an existing query to be formatted for the rep level, or tell us what you need — our SQL-writing mad-scientists in Tech Support love this stuff! Step 3 – Once the Data Query(s) is made available, go…
Advisors continue to join the social media bandwagon, and it has become seemingly impossible to attend an advisor conference without hearing a session touting the benefits of executing well at social media.
For advisors using Orion Connect, or advisors looking to take advantage of Orion’s integration with Salesforce.com, the question I get asked the most is, “How does the new account process work?”