Reporting Questionnaire

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Main Reporting Contact at your Firm
Are you submitting report examples to be recreated in the Orion system?
As part of your Reporting Onboarding, we encourage you to provide a list of reports you require.
Our team will carefully assess and determine the extent to which we can assist. To ensure we allocate resources effectively, we kindly request that you prioritize your most critical report. Any additional reports beyond this limit will be addressed by the general service Reporting team outside of Onboarding.

Basic Reporting Information

Monthly/Quarterly Statement Format
Statement Run Frequency
Print Method
Are you interested in learning more about utilizing Orion’s print vendor for your statements?
If one of your custodians is TD Ameritrade, would you be interested in the option to post custodial statements to the Client Portal?
Do you have report disclaimer verbiage that you want included on all reports?