Christopher Voorhees

What are some of the key apps you feel a new advisor or rep should learn about right away when they first get access to Orion?

For me when I started, the two keys ones were the Portfolio Audit and the New Account Center. What are the apps crucial to your success in an effort to be ready to use Orion in no time?

Below is a list of commonly used billing queries in our system. If you use any queries on a frequent basis that aren’t listed here, comment in the section below. Your custom queries may be useful to other advisors!
Household Level

All Households – All Households within the system.

Not Ready – Status that households can be set to so a b…[Read more]

The “Managed” checkbox that is available at the Account, Asset, and Product level controls whether that entity is included in Performance and Reports.

For example, if you do not want your cash assets included for performance/reporting, you can unmanage individual cash assets or the product to exclude it for your whole database.