Matt Henry

You can now access all of Orion’s trading training videos right here on the Trading Page in Orion Social! This will be the new home for all the trading support resources, including videos, PDFs and help docs. Just click on the Resources tab.

*HINT* filter the list for “videos” to see the full list of available training videos.

Eclipse training…[Read more]

Is there anyone using Net Documents with Orion and Salesforce that would be able to share their integration experience with a fellow advisor that recently joined us?

Join us today at 1:30 PM CST to get an in-depth overview of the Orion Report Builder tool and learn how you can use this application to create quality reports for your clients.

What are some of your favorite sub-reports in the Report Builder app?

Join us today to get an in-depth overview of the Orion Report Builder tool and learn how you can use this application to create quality reports for your clients.

What are some of your favorite sub-reports in the Report Builder app?

Which data queries do you find most useful for trading? Have you ever requested Orion build custom queries for you to make your processes more efficient?

Orion had a build last weekend! Check below for notes on the new functionality that was released.

TRADING
Enables model aggregates as a “Default Holdings Grouping” and this will be an available option to group by in the Client Portal.

Allows Reps to be able to edit the Model Aggregate if they have permission to edit the underlying model or mod…[Read more]