Orion Strategist Onboarding

Welcome to Orion! To begin the onboarding process, please complete the required fields and upload the necessary documents outlined below.

This form is used for both:

  • Onboarding brand-new Strategists to Orion
  • Adding additional models for existing Strategists

You may fall into either category.  We look forward to working with you!

If you have any questions, feel free to reach out to our team at strategistops@orion.com.

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1. Firm Information

2. Model Onboarding

Download the Model Onboarding Form Template, complete it and upload the file below. This information will be used to create your model shells. 

Once your logins (submitted in Step 3) have been issued, you will be able to enter the model allocations for each model. 

One file only.
64 MB limit.
Allowed types: xls, xlsx.

3. User Access

Download the User Access Template, complete it and upload the file below to provide a list of users who should have access to manage this model(s). This includes:

  • Making allocation updates
  • Accessing asset reports
  • Uploading marketing materials
One file only.
64 MB limit.
Allowed types: xls, xlsx.

4. Model Performance

Upload an excel file containing historical model performance, including monthly gross returns since inception. This is required for model risk scoring. 
One file only.
64 MB limit.
Allowed types: csv, xls, xlsx.

Reach out to strategistops@orion.com with any questions.

6. Invoicing & Payments

This section covers both payments made to Orion and payments received from Orion. Any fees payable to Orion can be confirmed in the Strategist Selling Agreement. 

If you have any questions regarding invoicing or fee payments, please contact modelmarketplaceaccounting@orion.com

Acknowledgements

I acknowledge that our firm will receive invoices for onboarding and/or quarterly model maintenance fees payable to Orion. These invoices will be accessible through the Invoice App, which requires a username. If no contacts are provided below, invoices will be sent to the name and email in Section 1.
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I acknowledge that, in some instances, our firm may receive ACH payments from Orion for model fees. To receive these payments, we must complete and return an ACH form, W-9 form and a voided check to modelmarketplaceaccounting@orion.com or by fax them to 402-431-4441.