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

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.

The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.

Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

National Admin Office: 3597 E Monarch Sky Ln, Suite 330 Meridian, ID 83646; Phone: (877) 859-6383 Investment advisory services offered through Inspire Advisors, LLC, a Registered Investment Advisor registered with the SEC.

© Copyright - Inspire Advisors, LLC