Top Notes  |  Billing  |  Financial Planning

August 2023 Notes  |  Full Release Notes


Top Notes


Model Tolerance Tool Enhancements (9/1)

  • Quickly access important data points directly in the Model Tolerance Tool in the Orders grid of Eclipse. 

    • Use Pending Values: Model Tolerance chart shows pending (post-trade) values

    • Use Current Values: Model Tolerance chart shows current (pre-trade) values

    • Set Aside Cash Target: Target set aside cash amount

How to get there: Eclipse > Trades > Orders > select an order > right side flyout > Model Tolerance


Send One-Off Query Results to an SFTP (9/22)

  • Immediately send query results to an FTP or SFTP after running the query!

Please Note: FTPs (File Transfer Protocol) and SFTPs (Secure File Transfer Protocol) are remote systems that you can transfer files to. To send results to an FTP or SFTP when running queries, you must provide Orion with the necessary information to establish the connection. 

If you do not currently have an FTP or SFTP setup, you must work with an IT professional or your firm’s IT team to set one up.

How to enable: Manage Users > Actions > Query - FTP Results

How to get there: Orion Connect > Query app > right-click on a query > Run Query > Select SFTP as the Destination for the query’s results.

Knowledge Article: How to Export a Query to a FTP or SFTP


Risk Intelligence

Rep Level Users have Access to More Features in Orion Risk Intelligence (9/8)

  • Rep level users are now able to run proposals and view advisor subscribed Communities models and model details in Orion Risk Intelligence.


How to get there: Orion Connect > SSO into Orion Risk Intelligence > Access Communities Model Research widget in ORI 

How to enable: Manage Users > Roles > Edit Role for Rep > Records > Community Models



Enhanced Visibility for Additional Reps in the Payout Dashboard


  • Support reps - enjoy more visibility and transparency with your payables! Payout amounts associated with accounts where the Rep is assigned as an Additional Rep at the household level are now included in the Payout Dashboard grids in Advisory Fee Reports.

How to get there: Orion Connect > Payout Dashboard 


Financial Planning

Add Trusts as Beneficiaries for Estate Planning (9/15)

  • Perform critical estate planning steps by designating revocable trusts as beneficiaries to accommodate your client’s trust-based estate plans. 

  • Guide clients through complex account titling and beneficiary designation decisions as it relates to Estate Planning. 

How to get there: Orion Connect > Orion Planning > Profile > Household Info. > Trusts > Children, Dependents & Beneficiaries



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