Discover the Joy of Intuitive Browsing Using the Revamped Application Dock (6/2)
Seamlessly navigate the Orion Connect system with the app dock on the left sidebar.
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)
Enhance your data visualization! Pie, donut, and bar charts give users more versatile visual tools when reviewing client data.
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
Customize Your Advisor Contact Information (6/23)
Ensure Your Custom Report Theme Appears Automatically on All Reports with the New Default Theme Option (6/16)
Apply your current database's custom theme to a report created in a different database.
Share reports between databases without having to deal with theming access and rules.
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
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.