Our client portal, provided by Orion Advisor Technology received an upgrade and a facelift! I can hear the questions already: Client Portal? Orion? Huh?

Never fear, brave reader. Nate’s here to set the record straight and put your mind at ease.

GRAND CENTRAL STATION

Orion is our Portfolio Management Software. Think of it as the Grand Central Station of all your account and investment information. Thousands of data points flow in and out of the software every day to help keep us (and you) up-to-date on your complete financial picture.

One of Orion’s many features is a Client Portal, a place where you can log in and see the balances of your investments, transaction details, and even performance data. It can be pretty handy.

If you’re already utilizing the portal, you won’t have to change or update your credentials — the switch should be seamless. Many of the core functions of the portal will remain the same, but the user interface will be much smoother. Some of the main features of the dashboard can be seen below.

We’re excited for the change, but this ain’t our first rodeo, either. We know there can be hiccups in anything involving technology. Once you log in and poke around for a while, let us know what you think. If you have questions, ask your Support Advisor, and they’ll point you in the right direction.

YEAH, BUT WHAT IF…?

I know, I know. FOMO (fear of missing out) is a real thing, folks. So real that you might be feeling its impact as we speak. If you’d like to find out how to access the Client Portal, let us know and we’d be happy to help get you up and running. If you don’t care either way, that’s fine, too. We’re not gonna push, if you’re not gonna pull.

Whether through the Client Portal, random check-ins, or your normal client meetings, we want to make sure you have access to all the information you can stand. If you have any questions , don’t hesitate to reach out. We’re here to help.