Orion Advisor Services has launched Orion Social, an application that offers online training tutorials and connects advisers with Orion Subject Matter Experts and adviser peers in real time. The tutorials cover a wide range of topics, including reporting, billing, and market data.
Advisers can also post to Orion Social’s group forums to submit developmental ideas, or receive peer assistance and best practice advice from other professionals. Furthermore, advisers will have access to status updates of all Orion projects and open items.
“Orion Social was designed with the intention of truly becoming an extension of the adviser’s team,” says Orion CEO Eric Clarke. “We want to provide advisers with the ability to engage with our support team and share best practices with each other.”
Moreover, advisers will have access to a communication center linking to Orion Connect, which extends to CRMs Redtail, Junxure Cloud and Salesforce AppExchange.
“As a beta user, Orion Social creates a sense of transparency to the cases we submit and ensures I am kept in the loop on all important Orion matters,” says Zach Lindgren, program and reporting analyst at Williams Financial Group. “Orion Social helps increase my efficiency and provides Williams Financial Group with maximized investment in the platform.”