Seth McCune

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]

We want to know how you’re using the billing apps and what we can add next to improve your billing toolbox. Let us know some of your ideas and improvements in the comments below!

We want to know how you’re using the Bill Generator and what we can add next to improve this tool. Let us know some of your ideas and improvements in the comments below!

How often are you asked why an account value on the Custodial statement does not match the value on an Orion statement? Oftentimes, this can be explained by referencing transaction activity that has been back dated.
For example, let’s say dividends were sent to Orion on 4/3/17 with a transaction date of 3/31/17. During the time in which the t…[Read more]

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]

Ever find a mind-blowing way to retrieve transaction information? For example, receiving a daily notification for Client Distributions or Client Contributions using the Notification User Settings available through your Orion Connect Settings.

Please share with the Group what works for your firm!

The RMD Dashboard app rolled out in August of 2014. It is a great tool to help you ensure that your clients of a certain age fulfill their RMD requirements.

Information from the RMD Dashboard can be viewed on Reports, in Insight, on the Client Portal, and soon to be Rep Portal. Check out the RMD Dashboard Checkpoint in the Reporting Trail for…[Read more]