Preferences Setup 

Before you are able to access Communities, the Orion Trading Team needs to turn on the applicable preferences for your database. This will be turned on after the addendum for Communities has been signed by your firm and returned to Orion. To request the addendum, please reach out to the SME Trading Team.
 

Privilege Setup

Once the Communities Terms of Use is completed by your firm, you must enable the associated privileges for your users to access Communities. Please follow the steps below to enable the necessary privileges. 

User Privileges in Orion Trading

To grant access to Communities through the Orion Trading Platform for your Advisor level users, enable the following privileges:  
 

• Navigate to the Orion Trading Platform
• Select Administrator
• Selet Roles
• Select the Role (double click)
• Select the Community section – enable Community Portal and Community Model 
• Click Save

For more information on roles in Orion Trading, take a look at the How to Set Up Roles In The Orion Trading Platform article.

User Privileges in Orion Connect

Enable this privilege to sync strategist's models back to Orion Connect, from the Orion Trading Platform. 

• Navigate to the Manage Users app in Orion Connect
• Select the Roles tab
• Select the appropriate role 
• Click the Actions tab (You can also search Communities via the filter field in the top right corner)
• Select Trading
• Check the Enable box for Communities
• Click Save

How to Access Communities

 

To access Communities from the Orion Trading Platform, click the Communities link in the left sidebar of the menu options:

 

Communities Overview

Communities Dashboard

On the Communities Dashboard, strategists and themes are displayed to help narrow your search.

 

Strategists

There are a mix of surveyed strategists who are have been rigorously vetted, SMAs, and other strategist offerings. Each available strategist has its own tile. Click on a tile to view more about the strategist, their offering, their models, and contact information. You can also subscribe to everything the strategist offers directly from the tile view by clicking Subscribe.  
 

 

Surveyed Strategists

Some strategists will be tagged as a Surveyed Strategists. Each of these designated strategists have completed a rigorous due diligence, which Orion considers best-in-class options.

 

Themes

Themes are available to help filter the strategists and/or models you are looking for. 

 

After clicking on one of the themes, it will display a list of all of the strategists associated with that theme. From this page, you can research the model(s) in a number of different ways.

• Search strategists under the selected theme 

• Click a strategist to view more details by clicking the logo or the three-dot menu

• Subscribe or view model details to individual models through the three-dot menu

Search Model/Strategist

 

A search bar is located throughout the platform in the upper left corner of Communities. Use this to locate a specific strategist or model and navigate directly to their page.

 

Strategist Selection

Once a strategist is selected, either from the search bar or by clicking on the strategist tile, you will be routed to their strategist overview page. This includes:

• Strategist information
• Models list
• Strategist Contact information 
• Strategist Marketing content (Downloads)

To subscribe to all models that the strategist is offering, click the button. 

   
Click on a model name, or the three-dot menu, to view specific details for each model including:

• Risk Score and range 
• Strategist name with link to get more strategist information 
• Minimum investment amount 
• Advisor fee
• Weighted Average Net Expense 
• Styles and model tags 
• Model Downloads 
• Model Asset Category breakdown 
• Model Asset Class breakdown

 

  

 

All Models

 The “All Models” tab in the upper right corner displays a list of all available models in alphabetical order. Use the search bar to search for a model by name or type (i.e. Tax Managed, Growth, Equity, Aggressive, etc.). 

After locating the desired model, you can click the model name to learn more details, or from the three-dot menu, select View Model Details or Subscribe directly to the model. If you click Subscribe, you will be presented with the terms and conditions for use of that model. Once accepted, that model will sync into your database. 

 

My Subscriptions

The My Subscriptions tab in the upper right corner displays all of the models that your firm is actively subscribed to. This is where you can see the models the firm is actively subscribed to. Click the strategist's icon or the three-dot menu to view the details of each model.