01/08 Start Office Hours

Meeting Recap:

• Orion Reporting: There are two different options for generating reports within Orion.

  1. You can generate a report one at a time through either the Portfolio View or Portfolio Audit tool. Here is a link to an article within the Advisor Academy that walks through the steps.

  
  

  2. If you would like a report sent to all clients and be available within the client portal we can generate a report batch for you. All we will need to kick this process off is an email that lets us know which report you would like generated and if you would like an email notification be sent out with the report, please provide the email language.

• Compliance: Please feel free to join the upcoming Compliance AMA to ask any questions that you may have. The ADV Dashboard within Orion can be found in the Compliance app - ADB Dashboard. You can update the date range in the top right side of the screen and open any of the lists to view more details by clicking on the blue headers. You can export the detailed list to Excel by using the Action menu.

• Advisor Academy: This is our learning center for Orion. This will contain all of the articles walking through different Orion tools and features as well as recordings of past office hours and Orion Tech Spotlight webinars.