 |  ORIENTATION / GET THE MOST OUT OF TELEMET ORION
Phone or on-line orienation session are available for you.
Both are FREE and can be scheduled with a phone call or e-mail request. A typical orientation session will last from 10
to 45 minutes.
Orientation sessions are from 8:30 A.M. to 5:30 P.M. (EST), Monday - Friday.
Call Telemet at 800-368-2078 for details.
ORIENTATION DOCUMENTS
Telemet Orion Custom Columns
A cross reference of custom page columns available in Telemet Orion v.8.1.01.04 and later.
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 Multi-Style Attribution
This spreadsheet has valuable information for using and interpreting Multi-Style Attribution in Telemet Orion.
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Tip Sheets
The TipSheets serve as a quick reference or "how to" on using the Telemet platform.
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TelemetIQ Documentation
TelemetIQ is Telemet's powerful
add-in for Microsoft Excel that aids users in linking real time data as well as charts, fundamental and quarterly data into spreadsheets.
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Owner Handbooks
Telemet has 3 handbooks:
Manual I Market Data.pdf
Manual II Research.pdf
Manual III Portfolio Management.pdf***
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Report Writer Handbook
The Report Writer Handbook is a reference guide to Telemet's custom reports.
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TeleVista Instruction
TeleVista is Telemet's interface with Advent Portfolio Managment Systems. With TeleVista you can update files in Advent Axys, or Advent APX.
Axys - televista.pdf
APX - televista-apx.pdf
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Telemet Portfolio Link
Telemet Portfolio Link server allows users to link transaction and holdings data directly into Telemet Orion.
Installation Documentation - TelemetPortfolioLink.pdf
Installation Files - TelemetPortfolioLink.zip
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| The Adobe Acrobat Reader program is needed to view the manuals in .pdf format. If you do not currently have this program, get Acrobat Reader. |
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*** Telemet Orion has Portfolio Management analysis. Instructions for linking to Telemet Orion can be found at: Linking Telemet Orion to a PMA system.
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