SOURCE: Orion Advisor Services, LLC

FiComm Partners

October 27, 2016 09:00 ET

Orion Launches Interactive Advisor Training Program, Ascent

OMAHA, NE--(Marketwired - October 27, 2016) -

  • Ascent is a free, interactive training course designed for advisors to become expertly versed in the Orion platform;
  • Ascent gives advisors a well-rounded educational experience that involves video tutorials, interactive quizzes and staff training materials for eight key software functionalities;
  • Since its beta launch in August 2016, more than 3,000 courses have been completed by Orion clients

Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider for financial advisors, has launched Ascent, an interactive training course aimed at empowering advisors to become expertly versed in the Orion platform, as well as those of Orion's integration partners.

Ascent was developed by a team of professional educators and technology training experts to provide advisors with a well-rounded educational experience that involves video tutorials, interactive quizzes and staff training materials. Advisors complete a prerequisite questionnaire that informs them of the difficulty level and design of their training course, as well as identifies the key areas of the Orion platform that are most important for the user to gain proficiency in, reflective of their unique needs and business models. Since the beta launch in August 2016, nearly 1,400 advisors have signed up for the program -- these advisors have passed 3,077 different courses representing over 1,200 hours of online training.

"We are excited to provide access to Orion's training program anytime, anywhere with our online Ascent learning platform. As our technology continues to evolve, we want to make sure that our advisors are getting the most out of our technology and leveraging best practices," said Eric Clarke, CEO of Orion Advisor Services. "Our Ascent training platform is both intuitive and customizable for the advisors' unique business needs. We've seen an incredible response so far from advisors who are discovering technology efficiencies using Orion that they never knew they had."

"In addition to being beneficial for advisors looking to learn more about their technology needs and test their skills, feedback from the tutorials gives Orion engineers a micro look at how to best streamline functions, providing insight into how Orion can improve its software."

As part of the training course, Orion has segmented its features into eight learning trails, each based around a piece of key system functionality: Data Reconciliation; New Accounts; Reporting; Billing; Performance: Market Data; Trading and Integrations. After completing a series of check points within each learning trail, advisors are awarded with a corresponding certification badge. When all learning trails are completed, they are named a Universal Trail Guide.

"Ascent benefits our firm by alleviating the time spent training new employees on Orion technology. Now, instead of assigning one employee to train another, we can automate that learning process," said Chris Horvath, Director of Operations and Partner at Fusion Capital Management. "It also allows us to track everyone's progress, so we always know where we stand with training milestones."

"All of the ROI on advisors' technology investments is tied to effective usage," said Spenser Segal, CEO of ActiFi. "Orion is not only committed to delivering great technology solutions, they also invest in the ability of their clients to drive effective usage of these solutions through training and support. Ascent is another great example of their commitment."

Orion Ascent is now available for all Orion clients at no additional charge. Advisors can login to Orion Connect and type "Ascent Sign Up" in the Assist search function for information on how to obtain an Ascent user login.

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About Orion
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than 900 advisory firms with total assets under administration in excess of $335 billion, from more than 1,415,000 individual accounts.

For more information about Orion, visit and follow Orion on Twitter: @orionadvisor

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