Category: Orion Client Management Tools
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Orion Integration With WealthAccess & MoneyGuidePro
Integration between Orion, WealthAccess, and MoneyGuidePro. Don’t worry, it’s not too late to learn about how the trifecta of integrations can help you streamline your financial planning experience. Watch a recording of our webinar now! WATCH NOW Not currently using Orion? Click here to schedule a time to talk one-on-one with our team today or contact integrations@orionadvisor.com of you have any questions…
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Setting Up Your Clients Access – Managing Users
Manage Users Tile: Manage users is the application tile that you use to set up your client for access to the client portal. You can also de-activate, reset, and upload users in bulk. Lets start by looking the basic steps: Click the tile and lets set up a new user- your client. Simply find…
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The Power Of Your Insight Dashboard
Insight dashboard has several important functions. The Insight Dashboard allows you to customize advisor dashboard views, and to create a customized client view you can later use inside of Prospect Portal, and Client Portal. Insight works on the concept of Tiles. Tiles are native Orion report modules, or external “integrations” tiles. …
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Householding in Orion
Householding is an essential organizational tool for your clients. It is requirement to understand its simple and intuitive function. Basically, it allows you to visualize your client household, organize accounts within registrations, and create the groupings you want. The result of your activity will create the hierarchical view of accounts your client sees in the…
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Designing Your Client Portal
Welcome to the client portal design overview. The client portal is a highly customizable viewer and it is critical that you are an expert in its versatility and functionality. It is the portal through which your clients will access their accounts, performance, and reports. You can also connect third party integrations such as Hidden…