Courses available in Ascent, under Ascent 2017

Upcoming
Push notifications to clients through mobile app
Notifications to advisor when drift out tolerance
Video and screen share via client portal
Custom report column outputs and speed of report generation
Wordpress plugin to access client portal via site

Session 2: Personalizing Clients UX thru the Client Portal

Multi-household access
o E.g. Dean and Elizabeth Martin have their own household but Steve Martin has a
529 they want to see through the Client Portal but not included in household; can
click dropdown and Switch to Martin, Steve; good for children who arent yet
clients (give permission/access to view what were doing for their parents)
Report Access
o All users will be excluded except these: Client Name
Adding Documents; Manage Documents
o Quarterly newsletters, ADV updates, etc.
o Documents tab and updates tab
RSS Feed
o Paste RSS URL to settings page, which replicates blog posts to portal
Schedule appointments through Contact Us
Action item: clean up accounts/households and reports

Growing Your Firm through Digital Marketing

Long-tail keywords for your niche
Transitioning from Your Medical Practice to Retirement
o Case Studies
Cost of attracting and converting x probability of closing
Show products on bottom of posts specific to niche
Blog: What is a free consultation?
Orions Prospect Portal: use Wordpress plugin, get demo

Session 3: The Mobile Experience

Be a tech company first, e.g. Dominos
Advisor can login and see back-end list of all clients
Next update will have push notifications
SMS and alerts (not necessarily mobile app)
o Can subscribe to RMD alerts
o Type BAL = balance, ADV = advisor contact, etc.
o Compliance: automated responses are archived by Orion
Deliver App; send frequency emails to groups
o Templates (similar to Reports)
Next 12 months: co-browsing, video conferencing, chat (archival capability)
Session 4: Killer Client Onboarding
Allow prospect to kick the tires, and see what theyre getting into
Prospect Portal (cost?)
o Define to prospect what the onboarding process will be, what to expect when you
come in to talk to an advisor
o Allow prospect to experience what its like to be your client
o Receive login ID and pass and transition to client portal without having to create
new ID
Paperwork
o New Accounts Center, upload documents, Docusign
o Quik cost = $10/advisor/month

Session 5: Engaging and Interactive Client Reviews

Insight
o Can be used for client reviews; more interactive
o Can be saved as PDFs from presentation mode; can save with notes and to
Document Center, in clients portal
o Common client conversations, build dashboard to match
Goal Tracking
o Tag an account with a goal and track
o Good for Silver
Engage
o Videos
o Write script; Approve w/ compliance; Rehearse; Record
o Cut to unique client info, e.g. statement, acct value

Session 6: The Art of Designing a Report

Report Builder
o Change theme colors and pie chart style
Avoid red
o Consider eliminating borders
Products & Prices, asset class colors

Session 7: Composite 2.0

GIPS (Global Investment Performance Standards)
Orion is not GIPS compliant but the TWR calculation meets the requirements of GIPS
Composites app created to help advisors become GIPS compliant
Upcoming: Composite Wizard

Session 10: Quarter End

Can send out newsletters in batch
Can kick off QE Dashboard a couple weeks before
Forecast bills
Session 11: Creating the Ideal Reporting Experience
Householding: Statement delivery
Household members: 3rd parties that want statements
o Print for enabled household members
o Can create a shell household for separate statements, reporting only, non-billed
Report versioning
o Find parent report, New Version, assign clients one by one or import
Report batches
o Search for report name (parent; applicable child versions will be pulled), select
Print for enabled household members, check delivery method
Make available through client portal
o Report builder parameter web access
o Still turn on settings in client portal to allow ad hoc reports and ad hoc