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Top Notes

Portfolio Interactions

New Navigation Enhancements in the Portfolio View (8/11)

  • Experience even more intuitive navigation in the Portfolio View. With this upgrade, effortlessly access and quickly navigate to a wealth of valuable client information.

  • 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.

PortfolioViewUpdate 8-2023


How to get there: Orion Connect > Portfolio View
Knowledge Article: How-To and Overview: Portfolio View



Process All Trade Orders* in Orion Trading (Eclipse) Faster Than Ever Before (8/11)

  • 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

  • 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 



Not 1, but 2 new Sub-Reports to visually represent Projected Income! (8/4)

  • Enhance the information shown in the existing Projected Income and Redemption table Sub-Report with two new Bar-Chart-based Sub-Reports.

  • Projected Income Bar Chart - Displays the projected income for all products.

  • Fixed Income and Redemption Bar Chart - Presents the income and redemption data for fixed-income products only.