03/27/2014
Brian Schmitz
When it comes to Billing data management, an operations staff can be consumed by missing or inaccurate data, email chains with updates, harassment by your Orion Account Manager to make updates, custom import templates, crying children, barking dogs...you name it! But with the new Billing Audit app, Orion has a created a ‘happy place’ for all.
03/27/2014
Joe Leyboldt
Household Overview already gives you the perfect summary of everything you need to know about a client’s portfolio. You can quickly switch between Holdings, Performance and Activity to get exactly the information you need. While Household Overview has been very good, we aren’t stopping until it is great!
03/27/2014
Jud Mackrill & John Sandquist
When designing the Orion platform, we want to make it so easy that it can be picked up and learned in a single day. When the technology becomes simple enough that you can know exactly what to do immediately upon first look, then you and your Operations Team can work more efficiently and get more done.
03/27/2014
N. Lynn Bowley
On February 20, 2014, the SEC issued a letter announcing a new initiative called the “Never-Before Examined Initiative.” If you are a Registered Investment Adviser (“RIA”) registered with the Securities and Exchange Commission (“SEC”) for three years or more and have never been examined by the SEC, you are likely on a list to be examined in the near future.