Getting Started with Orion

Welcome aboard to Inspire Advisors! We are thrilled that you have decided to join us in our journey to inspire transformation for God’s glory throughout the world! As you get started, one of the technology vendors that you will become familiar with will be Orion Advisor Solutions (“Orion”). Orion is an industry leader in back-office operations and the capabilities are vast. We know that it can be daunting to learn a new piece of technology, so we have made an effort to jumpstart the learning process for you by curating a list of training tutorials below. These tutorials have been created by Orion and reside within their Support App. There are dozens of tutorials available to you in that app, but the list below may prove useful to getting you started. 

To access these tutorials, login to Orion and navigate to the Support App using your single sign on. Once the app is open, simply type the title of the tutorial into the search bar exactly as it appears below. If you have any questions or need additional assistance, please reach out to your service team at service@inspireadvisors.com

Overview of Orion Help Center

Search for Tutorials

Recommended Orion Tutorials

How To and Overview: Orion Dashboard

Recommended Orion Tutorials Continued:

How to View the Value of a Client’s Household, Account, or Asset as of a Specific Date
Portfolio View – How To
Moving Accounts and Registrations using the Householding App
How to Link Accounts for Billing and Performance
Performance Calculation Methods
Enhancing the Client Experience Webinar
Customizing the Orion Client Portal
How to create customized reports in Orion Planning
Orion Planning Quick Reference Guide
Orion Planning Outputs Guide
How to Connect Households to the Orion Client Portal from the Dashboard
How to Assign Models to Accounts and Place Trades in the Advisor Portal
Advisor Portal Overview
How to Run a Report for a Client in the Advisor Portal
How to Review Client Information and Accounts in the Advisor Portal