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Getting Started

Learn how to configure the client portal, input data, interpret the output pages, and share plans!
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Settings & Assumptions

Customize the underlying settings, and assumptions that impact your plans.
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Financial Planning

Learn how to add goals, enter client information, create What-Ifs, assign action steps, and more!
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Integrations

Learn how to establish a connection to pull in performance reporting, household data, and documents!
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Marketing Resources

Let your clients know about the benefits of using Orion Planning.
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