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!

03 : Platform Support Trail

This trail will help you learn about several vital apps and concepts that will enhance your experience with Orion. Approximate Series completion time: 29 minutes 5 seconds.


SME Platform Support
techsupport@orionadvisor.com

Modules in the Course:
Manage Users App
New Accounts Trail Guidebook
Householding
Client Portal App (May 2017)
Rep Portal App