Matt Henry

Orion’s Grouping Manager is a great way to add efficiency to your processes for both trading and reporting. It creates dynamic groups that do not need to be updated when new accounts download into your database.

Check out this webinar on grouping!

Grouping Manager for Trading

Orion offers custom imports to allow you to update information on your accounts or models in mass, rather than updating them one at a time within the Portfolio Audit app. Have you made use of these tools? What do you think of them?

If you’d like to see a demonstration of the types of imports Orion offers, watch this Custom Imports for Trading Webinar

Have you ever wanted to transform the reach you have with your current clients? Engage is a 21st century approach to an age-old industry.

The Engage app came out in May of 2014. Over the last year, we have seen a very large increase in the number of advisors that have adopted this technology. Engage allows advisors to upload videos and include…[Read more]

Have you ever wanted to transform the reach you have with your current clients? Engage is a 21st century approach to an age-old industry.

The Engage app came out in May of 2014. Over the last year, we have seen a very large increase in the number of advisors that have adopted this technology.

Engage allows advisors to upload videos and include…[Read more]

Orion’s trading tools allow users to trade on current values, pending values or pending values plus “open orders.” This allows you to stage orders and then trade off of those projected balances before your initial orders are even processed.

Sound off below to let us know what you think of this functionality and how you use it!

If you’d like to…[Read more]

Orion’s trading tools allow users to trade on current values, pending values or pending values plus “open orders.” This allows you to stage orders and then trade off of those projected balances before your initial orders are even processed.

Sound off below to let us know what you think of this functionality and how you use it!

We’re looking for input on training approaches for learning trading in Orion! Do you prefer demonstration videos, online coursework, or reference documentation when you are learning a new system? Let us know what you need!

Let us know in the comments which tools you find most useful…or let us know what else you might need!

Instead of using Report Groups in the Report Builder app, you can use the Grouping Manager app to create groups that update dynamically by using various filters.

If you run reports at the account level, you can create groups based on custodian. This means, any time a new account is created that has the same custodian as your filter, it is…[Read more]