Orion Enterprise Operations Manual | Master Orion for Wealth Management

Orion is one of the most capable portfolio management platforms in the wealth management industry — but most advisors use a fraction of what it can do.

This operations manual gives financial advisors and their teams a complete, practical guide to getting maximum value from Orion — from account setup and billing configuration to reporting, client portal management, and compliance workflows. Stop clicking around and start running Orion like a power user.

What's Inside:

• Account & Household Setup: Best practices for structuring accounts, households, and relationships in Orion so your data is clean, reportable, and compliant from day one.
• Billing & Fee Configuration: How to set up fee schedules, billing groups, and automated billing runs — with common configuration mistakes and how to avoid them.
• Portfolio Reporting Mastery: How to build, customize, and automate client reports in Orion — including performance reports, holdings summaries, and custom branded outputs.
• Client Portal Setup & Adoption: How to configure the Orion client portal, onboard clients to it, and use it to reduce inbound service calls and improve client satisfaction.
• Compliance & Audit Workflows: The Orion features that support your compliance program — trade blotter review, account monitoring, and documentation workflows.

Who This Is For:

RIAs, wealth management firms, and advisory teams using Orion who want to operate the platform more efficiently and get more value from their technology investment.

Format: Instant digital download — PDF operations manual. Delivered immediately after purchase via Sky Pilot.