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Deliver a More Personalized Client Experience

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Get ready to engage with your clients in a whole new way

Watch our Client Portal overview video to learn more

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Advisors Navigating each day with ease

New Client Portal on the Way

Building strong connections with your clients is at the heart of your business. The new Orion Portfolio Solutions Client Portal is designed to help you deliver a more connected and customizable experience that allows your clients to connect with every aspect of their financial lives – including financial planning, investment performance, spending and document storage – all in one place.

Targeting an early January 2022 launch, Orion’s new Client Portal will give your clients greater access to their full financial picture, providing more transparency and building trust.

Tip: Bookmark this page so you have easy access to all of the details, training and resources you need to navigate your transition from the “Legacy Client (Investor) Portal” to the new Orion Portfolio Solutions Client Portal.

Webinar

Ready for a deep dive into the new, more powerful Client Portal experience? Watch our on-demand event.

WATCH THE ON-DEMAND CLIENT PORTAL DEMO AND Q & A WEBINAR

Orion Portfolio Solution’s new Client Portal will launch in early January 2022. Get a guided tour of the new Client Portal and how it can be customized to best fit the unique needs of your clients, as well as, answers to many of your transition questions – at your convenience!

Training Materials for You

We’ve created educational and instructional resources especially for you. Watch or review on your own time to prepare for the new Orion Portfolio Solutions Client Portal.

Online Training Video IconAscent Online
Training Platform

Start Ascent Online Training Platform Courses

Support Guides IconAscent Training
Support Guide

Access Ascent Training Support Guide Now

Support Guides IconNew Client Portal
Navigation Comparison

Access New Client Portal Navigation Comparison Now

Support Guides IconOrion’s Knowledge
Library

Access Orion’s Knowledge Library Now

Support Guides IconOrion Planning
Training

Access Orion Planning Training Now

Support Guides IconClient Experience
Training

Access Client Experience Training Now

Resources for Your Clients

Download and personalize these materials to make your clients aware of the upcoming transition to the new Orion Portfolio Solutions Client Portal.

Email Announcement Template IconEmail Announcement
Template

Download Email Announcement Template

Presentation Template IconPresentation
Template

Download Presentation Template

Editable Fact Sheet IconFact Sheet
Template

DownloadFact Sheet Template

Email Announcement Template IconLaunch Email
Template

Coming Soon!

Supporting You Every Step of the Way

Our goal is to provide you with the right amount of training to navigate this change in technology.

Looking for More Personalized Guidance?

We are here to help.
For additional support, please reach out to your Service Team today!

 

*Some features of Orion’s tech may not be available for use if not approved for use by your broker-dealer’s home office.
2932-OPS-11/17/2021

For financial professional use only. Not intended for public distribution.