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Client Investment Portal
Analyst Tracker
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LATEST BLOG POSTS
Reconciling Orion and your Custodian: Part 3 Transactions
- Steve Aronis
- June 19, 2018
This is the final installment to the series Reconciling Orion and your Custodian. In this post, we are going to discuss reconciling transactions. As I mentioned in the previous posts, I am reconciling SEI with Orion and some of the issues I ran into may not apply to your implementations.
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Using Azure Text Analysis API to extract sentiment and key phrases from text
- Steve Aronis
- May 25, 2018
Do analyst biases affect the relationship between the narrative sentiment in their reports and the recommendation and target price outputs produced for a given stock and are analysts hedging their recommendations with the narrative?
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Reconciling Orion and your Custodian: Part 2 Holdings
- Steve Aronis
- May 14, 2018
In this post, I am going to demonstrate how to reconcile holdings from custodians, such as SEI with Orion. These concepts should apply to holdings from any custodian, not just SEI.
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Orion: Accessing Daily Reconciliation Data through the API
- Steve Aronis
- April 23, 2018
The Interface Reconciliation App provides you with a snapshot into the daily reconciliation, providing status, counts and notes. This information is invaluable to your operation staff, so they know in a timely manner of any potential issues as they come up.
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Reconciling Orion and your Custodian: Part 1 Introduction
- Steve Aronis
- April 2, 2018
There are few things more important to an Advisor than their client’s overall experience with them, including customer support and whether the client needs are being anticipated and met. Reporting and on-line experience is important to clients, as is whether the data is timely, complete and correct.
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Getting the most out of your FIS Protegent Personal Trading Assistant (PTA) subscription.
- Steve Aronis
- March 20, 2018
An asset management firm wanted notifications anytime a member of their investment team precleared a trade for a security that one of their internal analyst recommended. The solution to this problem turned out to be straight forward and, in this post, I will outline the steps that I followed.
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Creating a Consolidated Balance Sheet with Orion and Quovo. Part 2: Visualizing the Data
- Steve Aronis
- March 11, 2018
In part 1, I showed how to integrate managed account data from Orion with outside accounts from Quovo into Orion’s balance sheet object. In part 2, I am going to show how you can visualize the consolidated balance sheet object through charts and tables.
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Creating a Consolidated Balance Sheet with Orion and Quovo. Part 1: Retrieving the Data.
- Steve Aronis
- January 30, 2018
You just rolled out a new client portal showing all aspects of the accounts that you oversee, but what about the accounts that you don’t oversee. Account Aggregation gives you access to outside accounts held at other institutions and provides your clients a total picture of their wealth and gives you the Advisor insight into your clients held-away assets to better serve them.
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