May 2023 Notes | Full Release Notes | July 2023 Notes
Top Notes
Portfolio Interactions
Discover the Joy of Intuitive Browsing Using the Revamped Application Dock (6/2)
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Seamlessly navigate the Orion Connect system with the app dock on the left sidebar.
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Set your favorite apps and quickly locate and switch apps using the search bar from anywhere in the system.
Watch this 2-minute overview video for a quick tour of the app dock and its features.
Knowledge Article: How to Customize the App Dock in Orion Connect
Choose Additional Chart Options in Portfolio View (6/16)
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Enhance your data visualization! Pie, donut, and bar charts give users more versatile visual tools when reviewing client data.
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Different types of charts offer unique perspectives and highlight specific aspects of the portfolio, making it easy to interpret and analyze information.
How to Leverage:
Pie charts are excellent for illustrating the composition of a portfolio by displaying the percentage breakdown of various asset classes.
Donut charts provide additional information, such as comparing two different time periods or comparing the client's portfolio with a benchmark index.
Bar charts allow for easy comparisons and rankings. Quickly identify the best-performing and worst-performing sectors, allowing you to make informed decisions about rebalancing the portfolio, adjusting sector allocations, or discussing potential changes with the client.
How to get there: Orion Connect > Portfolio View > 3 dot menu > Settings > General > Chart Configuration > Chart Type
Knowledge Article: How-To and Overview: Portfolio View
Client Portal
Customize Your Advisor Contact Information (6/23)
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Reporting
Ensure Your Custom Report Theme Appears Automatically on All Reports with the New Default Theme Option (6/16)
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Apply your current database's custom theme to a report created in a different database.
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Share reports between databases without having to deal with theming access and rules.
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With the Default Theme set, you no longer need to manually add your branding to a standard report because it will be applied automatically.
How to Get There:
Choosing the Default Theme option in your custom report: Orion Connect > Reporting app > Create Report (or click Edit on an existing report) > Right Sidebar > General tab > Use Default |
Trading
Try the New Light Mode Experience in Eclipse (6/16)
- Have it your way! Orion Trading (Eclipse) now has both light and dark modes. The dark mode is the system default.