Orion Support Tools

Beyond the training resources that XYIS provides our advisors with, Orion also offers some training tools to get your firm more familiar with the platform.

The best tool for learning Orion is the Support app. This app contains helpful articles and videos that walk through different tools and features within Orion. You can also create new cases with the Orion SME teams and review previous support tickets that were created by using the Contact Us or Submit Case tools.

The Support app is also the home of the Orion Learning Lab which contains different training videos and courses that will help you better navigate Orion.