Related Articles
Financial Planning and Orion - Advizr
This article will show you how to get started on Advizr. Please follow this link. https://hub.axxcessplatform.com/training/financial-planning-and-orion-advizr-quick-start-guide/
Getting Started Audits
This article will show you a complete audit for client and products. Please follow this link: https://hub.axxcessplatform.com/training/getting-started-audits/
How to setup a client login to Orion
Below are the steps to set up a client on Orion. Step 1: Go to the Manage Users app. Step 2: Be sure that you click on the "Clients" tab on the left side of the page. Step 3: Click the "Actions" button at the top right of the page. Step 4: Click on ...
Orion Householding
Householding within a single household Householding between different households Please visit, https://hub.axxcessplatform.com/axxcess-headlines-hr/new-accounts-householding/
Portfolio Audit Overview
This article will show you how to how to navigate portfolio audit within Orion. Please follow this link: https://hub.axxcessplatform.com/training/portfolio-audit-overview/