Start your journey to increase your confidence and competency within the Orion Platform. Complete each Learning Trail and become an Orion Expert!Read More

Start your journey to increase your confidence and competency within the Orion Platform. Complete each Learning Trail and become an Orion Expert!

Compass App - Supervise Tools - Scheduled Queries

Learn how to schedule important compliance-related queries. Then Take Action! by reviewing query results, mark records as reviewed and even add supporting notes and documents to each record. Please contact our SME Compliance Team for more information: compliance@orionadvisor.com Approximate completion time: 2min 30sec



Modules in the Course:
Compass App - Supervise Tools - Scheduled Queries