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March 2017

March Tech Lab

March 29 @ 8:00 am - March 30 @ 5:00 pm
NorthStar Financial Services Group, LLC, 17605 Wright Street
Omaha, NE 68130 United States
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This personalized meeting will provide opportunities for 1:1 training and discussions with Orion Subject Matter Experts, as well as your Service Team. The goal of the Orion Tech Lab is to return to your office more confident in your partnership with Orion and empowered to fully utilize the technology available to you.

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Bill Generator – March 30

March 30 @ 10:00 am - 10:30 am

Understanding Household Performance

March 30 @ 1:00 pm - 1:30 pm

Sleeving Best Practices

March 30 @ 3:00 pm - 3:30 pm

Review Orion’s recommendations for common Sleeve Setup and unsleeving procedures. And transfers.

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Portfolio Audit Tips and Tricks

March 31 @ 10:00 am - 10:30 am

Dive deeper into our favorite data maintenance app, the Portfolio Audit. Learn tricks for mass updating, creating views and groupings, and more.

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April 2017

Bill Compare and Bill Compare Dashboard

April 4 @ 1:00 pm - 1:30 pm

How to use these features to compare billing for multiple quarters.

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Understanding Performance and Values

April 6 @ 1:00 pm - 1:30 pm

Cash Management Trading

April 6 @ 3:00 pm - 3:30 pm

Monitor cash levels and trade to raise or invest new cash efficiently using Orion's cash management tools and queries.

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Billing Recon

April 11 @ 1:00 pm - 1:30 pm

How to verify the correct information is on the Payables, Bill Data, and Fee files.

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Stored Performance

April 13 @ 1:00 pm - 1:30 pm
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DOL and Beyond?

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