Products & Prices

Products & Prices offers the ability to review and determine classifications such as the asset classes and categories available for a database. It offers you the ability to edit and change them as needed to better reflect the information that an advisory firm wants for trading and to share with clients for reporting purposes. 

Important tools within this app are:

• Asset Classes/Categories - This tool allows you to create and maintain customized classifications that can be assigned to products.
• Missing Asset Class - This audit shows all of the new products that still need to be classified within Orion. You can view this list by either any product ever owned or by products owned as of a specific date.
• ADV Asset Categories - Within the grid view of the My Current Products tool you can view ans assign ADV Asset Categories to products for later audits. The categories are prebuilt into Orion and all you will need to do is select the applicable option from the dropdown menu.