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18 SEPT 2017


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The Client Experience Learning Path offers a series of required courses intended to help you maximize Orion’s functionality, enhancing your business practices and efficiencies.

Personalizing Your Client’s Experience Through Orion’s Client Portal
Learn how to create a personalized experience for your clients with the Orion Client Portal and see the ideal portal experience. Topics: Client Portal overview, Ideal Client Portal Experience

Advisor in a Pocket: The Mobile Experience
Learn about how to set up and promote your mobile experience with your clients–never be more than a thumb-press away. Topics: Mobile App, Texts and Notifications, Deliver

Killer Client Onboarding
Get to know the ideal onboarding experience from lead generation to conversion using the Orion Prospect Portal, New Account Center, Quick Forms/DocuSign. Emphasize Quick Forms.

Engaging and Interactive Client Reviews
Learn about the advisor tools that can help enhance your client experience and create a more unified conversation with your clients. Topics: Insight Dashboard, Goal Tracking, Engage, Report Builder Integration

Orion’s Rep Portal: Empowering Your Advisors
Leveraging Orion’s Rep Portal, you can build and deploy dashboards your advisors can use to support their books of business and individual clients more effectively. Dashboards can be built to support individual advisors as well as advisor teams.