All client portfolio data on the Savvy dashboard is powered by Orion, as Orion pulls the information from our custodial platforms. Please keep in mind that the Orion <> Savvy dashboard sync runs once a day, and your dashboard information is automatically updated every morning between 9~10am ET.
Accessing Orion: Your Orion login credentials are already saved to Chrome on your Savvy laptop so you can automatically log in.
How-to Resources
You can also request dedicated assistance from the Orion Support team. Once you’re logged into the Orion Connect, click on Contact Us in the upper right corner of the dashboard to get in touch with their team via chat or audio. Please note that Orion’s Support team is only available Monday-Friday, 7:30am-6pm CT.