Karen Benner

Advisors have had amazing wins with the new Bill Generator. Bills are being produced at a fraction of the time it would take with our previous process and system, not to mention–you don’t have to wait for us!
Here are some interesting facts about the Bill Generator:

574 Firms utilized the Bill Generator this Quarter End
1st Quarter A…[Read more]

Advisors have had amazing wins with the new Bill Generator. Bills are being produced at a fraction of the time it would take with our previous process and system, not to mention–you don’t have to wait for us!
Here are some interesting facts about the Bill Generator:

574 Firms utilized the Bill Generator this Quarter End
1st Quarter A…[Read more]

Advisors have had amazing wins with the new Bill Generator Tool. Bills are being produced at a fraction of the time that it would take with our previous process and system, not to mention–you don’t have to wait for us! Here are some interesting facts about the Bill Generator:

574 Firms utilized the Bill Generator this Quarter End
1st Q…[Read more]

Advisors have had amazing wins with the new Bill Generator Tool. Bills are being produced at a fraction of the time that it would take with our previous process and system, not to mention–you don’t have to wait for us! Here are some interesting facts about the Bill Generator:

574 Firms utilized the Bill Generator this Quarter End
1st Q…[Read more]

Advisors have had amazing wins with the new Bill Generator Tool. Bills are being produced at a fraction of the time that it would take with our previous process and system, not to mention–you don’t have to wait for us! Here are some interesting facts about the Bill Generator:

574 Firms utilized the Bill Generator this Quarter End
1st Q…[Read more]

Orion already has Risk Statistics available for use, and is adding to this list. Which of these upcoming statistics would you use most? Which Risk Statistics would you like to see available for use?

Current Selection:

Standard Deviation
Drawdown
Sharpe Ratio
R-Squared
Beta
Treynor
Jensen’s Alpha

New Additions:

M-Squared
# Months Positive
# M…[Read more]

What rules do you apply to your composites to exclude accounts?

Orion already has a list of Risk Statistics available for use, and we are adding to it!

Existing Stats:
Standard Deviation
Drawdown
Sharpe Ratio
Sortino Ratio
R-Squared
Beta
Treynor
Jensen’s Alpha

New Additions:
# Months Positive
# Months Negative
% Months Positive
% Month Negative
Best Period Return
Worst Period Return
Batting A…[Read more]

Let us know what your ideas are regarding future development for our billing products!

What Data Queries and/or Reports do you most frequently use for reviewing performance?

Let us know what training material we can provide to you that will help you understand the many billing options we have available and how to utilize those tools to their full potential.

Let us know what training material we can provide to you that will help you understand the many billing options we have available and how to utilize those tools to their full potential.

The Performance Viewer App is a great tool to assist with on-the-spot Performance review, as well as troubleshooting.

What enhancements would you like to see for the Performance Viewer?

Let us know how you utilize the Forecast option in the Bill Generator during your quarter end process. Additionally, it would be great to hear of some suggestions on how we can improve the Forecasting tool for YOU!

We’d like to hear how the Bill Generator has impacted your firm’s efficiency and processes. Let us know what you love and let us know where we could provide some additional training to make the process even better!

We’d like to hear how the Bill Generator has impacted your firm’s efficiency and processes. Let us know what you love and let us know where we could provide some additional training to make the process even better!