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Getting Started
This quickguide will help you get started on Orion. Please follow this link: https://hub.axxcessplatform.com/axxcess-headlines-hr/getting-started-quickguide/
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/
Advizr - How to Invite/Add a Client
This tutorial will show you how to add clients to advizr, how to invite clients to advizr, and checking notifications and user activity within Advizr. Please follow this link: ...
How to reset client portals
This article will show you how to resent client portals within Orion. Please follow this link: https://hub.axxcessplatform.com/axxcess-headlines-hr/how-to-create-and-reset-client-portals/
Legacy Client Portal Settings
When changing settings in the client portal, it can be done at multiple levels (Client, Rep, Broker Dealer). When you are changing settings please be mindful what level you are selecting before making the following changes. Scenarios when portal ...