The reimagined platform delivers a simplified look and more intuitive design. Here are just a few highlights: 

Digital Client Onboarding – A guided new account setup and seamless DocuSign integrations simplify the account opening process for clients and advisors.

Quick Client Account Access – No more searching for beneficiaries, RMD info, and systematic transactions. Find the information you need with enhanced search features and a streamlined dashboard.

Simplified Earnings Information – Eliminate uncertainty around payout statuses and values for accounts with our automated dashboard that offers transparency into what you’ve earned, what’s been paid, and what is pending. 

Personalized Client Service – From individualized proposals to tailored reports, everything you present to clients can be personalized with less time and effort. 

Multi-Custodial Platform Support – Embedded connectivity across multiple custodians. 

Trading Ease – Conduct model and sleeve maintenance, assign new models, and place buy/sell trade orders with a few clicks.

We have a number of training tools and resources available to our clients. Your team can log in to the advisor portal to access our in-depth how-to guides. Alternatively, they can also watch the above webinars for self-paced learning.

We always share important updates with our clients through in-platform alerts. You can also subscribe to receive emails from Orion.

We are here to support you each step of the way. If you have a question or need help, please reach out to your service team directly or contact us at: 

Support: 800-379-2513 (press 2) 

Sales: 800-379-2513 (press 1)