Orion Home Page

The Orion homepage shows a snapshot of your book of business as of the close of the previous business day. The default page will display information such as top and bottom performers and an account summary showing new accounts that have been added, excluded, or have a $0 balance. The default dashboard is not customizable, however, you can create your own dashboard to add additional tiles and fully customize the settings. Here is a link to an interactive guide that will walk you through each step creating your own dashboard.