July 2023 Notes | Full Release Notes | September 2023 Notes
Top Notes
Portfolio Interactions
New Navigation Enhancements in the Portfolio View (8/11)
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Experience even more intuitive navigation in the Portfolio View. With this upgrade, effortlessly access and quickly navigate to a wealth of valuable client information.
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Now, you'll find most of your Portfolio View tabs conveniently located under the My Views dropdown, and additional tools (i.e., Planning, Risk Intelligence, etc.) live under additional dropdown menus.
How to get there: Orion Connect > Portfolio View
Knowledge Article: How-To and Overview: Portfolio View
Trading
Process All Trade Orders* in Orion Trading (Eclipse) Faster Than Ever Before (8/11)
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Efficiently move orders on the Orders Grid with the new "Process All" functionality! Please note this is only available for Firm Admin roles.
How to get there: Eclipse > Trades > Orders > Actions > Process All (if the User's Role is a Firm Admin level Role and has "Process All" enabled)
How to enable: Eclipse > Manage Users > Roles > Locate any Firm Admin Role/Create a New Firm Admin Role > Order Management > Enable "Process All"
*Available to Firm Admins Only
Mobile App
Enhanced Financial Goal Chart Colors
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Have more visual clarity when looking at funded and unfunded goals on the financial goal chart.
How to get there: Orion Mobile App > Planning > Goals
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Reporting
Not 1, but 2 new Sub-Reports to visually represent Projected Income! (8/4)
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Enhance the information shown in the existing Projected Income and Redemption table Sub-Report with two new Bar-Chart-based Sub-Reports.
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Projected Income Bar Chart - Displays the projected income for all products.
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Fixed Income and Redemption Bar Chart - Presents the income and redemption data for fixed-income products only.