Seth McCune

What are they?

The Goals Dashboard in Trends gives you the ability to set monthly goals for your firm for the following options:

• # New Accounts from New Clients
• # New Clients
• AUM
• AUM from New Clients
• Billed Amount
• Management Fees

Setting Goals

Run Data Query ID 15428: Generate Goals to set firm goals. All goals entered will…[Read more]

We look forward to seeing everyone who has already registered for the conference in September! In recent Orion Technology Build Releases there has been lots of new development to enhance data within Orion.
Don’t miss learning about updates that have been made to better manage Held Away Accounts (I.E. ByAll and Quovo). Also, be sure to join the…[Read more]

Not sure about all of you, but being able to work, network and learn about Orion all within steps from the ocean…sounds too good to be true. Alas, that is exactly what will be happening at the Orion Ascent 2018 conference.
Several experts from the Data Reconciliation team will be available during the conference and would love to meet…[Read more]

Quarter End is coming to a close. If you use our Print Vendor, there is an easy way to check the status of your printed statements!

Go to the Report Batches app in Orion and in the Actions dropdown select View Quantum Jobs. This will allow you to see the date your file was received, the status, and when it was last updated.

Please reach out to…[Read more]