Orion offers many tools, called apps, to help you succeed in your business! The XYIS Orion instance has pared down the apps you see in order to keep you focused on only the most important items. Below you'll find a picture of the app tile and a summary of what that app does. Thanks for checking this out before you begin your training!
|This is the landing page for you as an XYIS advisor. When on the Orion connect screen, click this app to return to your AUM dashboard.|
|Advisory Fee Reports is the app to quickly view your fees charged for each billing period.|
|Start your Orion Learning Adventure! Ascent provides online training and assessments to ensure that
you’re making the most of your Orion experience.
|Maintain benchmark assignments across multiple levels; Database, Representative, Household,
Registration, Account, Management Style, Model, Asset Category, Asset Class and Risk Category
|Experience what a Client Level User sees when they log into the Orion platform. Invite new clients,
manage Admin Settings or add additional Content and Commentary (based on User Level Rights).
|Create custom email templates to deliver basic information to specific Mail Groups. Include basic
portfolio information or add rich-text. Set recurring delivery dates and track for Compliance.
|Quickly initiate and send account opening, account transfer, and bank transfer paperwork all from Element.|
|Easily identify and organize accounts (as needed) between Registrations and Households i.e. Husband
and Wife accounts are under different Household IDs. Use this app to consolidate under the same ID.
|Assemble dashboards with ease. This app provides all sorts of sweet widgets to help review and
analyze client portfolio data. Bring your portfolios to life with Insight!
|Create and maintain User Logins, Roles and Privileges within each Role.|
|Easily update your notification preferences for all Orion system notifications.|
|Manage portfolio data across all levels (Households, Registrations, Accounts, Assets and Transactions).
Update a specific List or choose to update across Multiple Lists. Organize portfolios using the
Householding or Cancel Accounts tool. Quickly access the Household Overview or Reports app.
|Select from pre-built queries and create a customized List. Select a data query and choose an output
method; Run to Screen, Export to Excel or CSV. Send to Report Inbox or download directly to
|Access all Advisor level reports along with all Custom and Standard Portfolio level reports.|
|Review specific information related to Required Minimum Distribution needs. Access Forms and
generate Mail Merge letters. Update related RMD information stored on the Registration (Date of
Death) and Account (Systematics) lists directly from the app.
|Provides a Business Intelligence Dashboard with access to month-over-month data analysis. Find
trends with historical data points or slice n’ dice using multiple attributes all within a beautiful