Orion Advisor Tech

1. Use the client portal to collect initial information and documents.

2. Integrate with Redtail CRM to import client data.

3. Utilize portfolio accounting to set up accounts and track assets.

4. Leverage risk intelligence to assess risk tolerance.

5. Create a personalized investment plan using Orion Planning.

1. Access portfolio accounting module.

2. Select the client and reporting period.

3. Generate customized performance reports.

4. Deliver reports through the client portal.

1. Configure billing rules based on AUM or flat fees.

2. Automatically calculate fees.

3. Generate invoices.

4. Process payments.

1. Set up compliance rules and alerts.

2. Monitor trades for potential violations.

3. Investigate alerts and take corrective actions.

4. Generate compliance reports.

1. Use Orion Planning to define client goals.

2. Leverage risk intelligence to assess risk tolerance.

3. Select investments based on client preferences.

4. Allocate assets using model portfolios.

5. Monitor and rebalance portfolios.