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.