Matt Henry

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.

Did you know you can schedule data queries to run to your notifications? Never forget to run your business management queries again.

As an example, you can have your New Accounts query scheduled to run every Monday to review how many accounts opened in the previous week.

Check out the “Schedule a Data Query” Assist for instructions on how to accomplish.

Did you know you can schedule data queries to run to your notifications? Never forget to run your business management queries again.

As an example, you can have your New Accounts query scheduled to run every Monday to review how many accounts opened in the previous week.

Check out the “Schedule a Data Query” Assist for instructions on how to accomplish.

Vestorly is a digital content marketing platform that Orion integrates into our Client Portal to provide content to your Clients and to provide analytics on what are your client interests.

Have you tried Vestorly and in what ways did you find it useful? What are some creative ways to use this platform to learn about your clients and engage them…[Read more]