Getting Started Guide

Orion can have a bit of a learning curve but once you are familiar with the layout and settings we hope you’ll find the tools and features helpful to your firm. Below are some of the basics that will help you get started.

Profile Preferences

Use the User Profile menu to set your general preferences within the system.


Select your User Name in the upper right corner of your screen and click Profile to access these options.

Screen Shot 2022-05-04 at 3.26.49 PM.png

Preferences:

  • Default App: Select which app you want to load after you enter your login credentials
  • Color Scheme: Select your preference of a  dark or light color scheme
  • Search: Select which application the 'Looking for Something' search bar directs to
  • Accessibility: Select whether to enable or disable the Accessibility menu

Authentication:

  • Confirm your email address and mobile phone number used for authentication when logging in.

Screen Shot 2022-05-04 at 1.46.40 PM.png

Portfolio Structure

Orion’s portfolio structure, also known as the portfolio hierarchy, is the backbone of client data organization and connectivity across the platform. There are five levels within the structure and specific client information is held within each level. Knowing what information is stored at each level speeds up your processing when you go to review and edit different fields. This illustration explains how portfolios are stored within Orion Connect.


Screen Shot 2022-02-23 at 11.59.25 AM.png

 A Household represents a client and is made up of a collection of registrations, enabling you to group together a family’s accounts. 

Screen Shot 2022-02-23 at 11.58.06 AM.png

Screen Shot 2022-02-23 at 11.59.29 AM.png

 Registrations correspond to each unique owner AND type combinations within a household. Each registration may contain accounts held with multiple custodians.

Screen Shot 2022-02-23 at 11.59.35 AM.png

 Accounts represent the custodial account that holds the assets.

Screen Shot 2022-02-23 at 11.59.41 AM.png

 Assets represent the funds and securities held within the account.

Screen Shot 2022-02-23 at 11.59.46 AM.png

 Transactions record each account’s activity: Buys, Sells, Contributions, Distributions, etc. 

Types of Information Stored at Each Level:


Screen Shot 2022-02-23 at 12.11.07 PM.png

 

Utilize Portfolio Groups to categorize and group similar kinds of accounts in a household that are in different registrations. For example, group all the retirement accounts in the household together.