New to site?


Login

Lost password? (X)

Already have an account?


Signup

(X)

18 SEPT 2017

ASCENT

  • 00
    Days
  • 00
    Hours
  • 00
    Mins
  • 00
    Secs

ORION NEW USER/GENERALIST

The New User & Generalist Learning Path includes these required courses for Orion Ascent Certification during the conference.

New User: Orion Overview
Learn the ins and outs of Orion navigation. Tips and tricks about navigating using filters, custom views, searching, the Maintain User app and more!

New User: Data Reconciliation  
Get a high level overview of how Orion aggregates and reconciles data.

New User: Reporting
High-level overview of Orion Reporting, including the most useful and commonly used apps: Report Batches, Trends, RMD Dashboard, QE Dashboard.

New User: Performance
High-level overview of Orion Performance, including the most useful and commonly used apps.

New User: Billing
High-level overview of Orion Billing, including the most useful and commonly used apps.

New User: Market Data
High-level overview of Orion Market Data, including the most useful and commonly used apps: Tax Center, Products & Prices, Corporate Actions Dashboard.

New User: Quarter End Process
This session will introduce you to three tools you can use to streamline your Quarter End needs: Quarter End Dashboard, Report Batches, Bill Generator.

New User: Integrations
High-level overview of Orion Integrations outlining the potential options available on the Orion Platform.