June 2024

Client Portal: Enhanced Client Portal Disclaimer (6/7)

Enhanced Client Portal Disclaimer to Allow for Greater Flexibility

  • Enjoy more flexibility in how your disclaimers are displayed in the client portal.
  • Create longer disclosures and customize disclosures at various levels (Firm, Broker Dealer, Representative, and Client) for your clients.
  • This enhancement significantly helps when you have different books of businesses in one database that need different disclaimers.

How to get there: Orion Connect > Client Portal > Disclaimer at the bottom of the page

How to enable: Orion Connect > Client Experience > Settings > Global > Portal Disclaimer (turns it on/off) and Disclaimer Text (controls the text displayed)


Client Portal: Sorting Accounts (6/7)

Ability to Now Sort Accounts in the Left Sidebar

  • Easily view and search for accounts in the client portal by sorting them by Name, Account Number, and Value on the left sidebar.

How to get there: Orion Connect > Client Portal > Personal Finances

How to enable: Orion Connect > Client Experience > Settings > Account Sort Order


Client Portal: Money Market Performance (6/14)

Show Money Market Performance Setting

  • Choose whether to show or hide money market performance details in the client portal.
  • Use Case: If clients have a small holding in money markets the performance numbers can be a distraction to the overall performance of the portfolio. The shown/hidden option gives you more flexibility in how you display performance information in the client portal.

How to get there: Orion Connect > Client Portal > Personal Finances > Performance > Performance Details

How to enable: Orion Connect > Client Experience > Client Settings > Portfolio > Show Money Market


Eclipse: Paste Values to Filter (6/21)

Paste Values to Filter

  • Grid filters will be updated to include a new process to apply filters.
  • Previously, after selecting the import icon, you could choose to import a file containing a list of items for filtering. A new section is now included in the import popup to allow you to paste in a list of items for filtering.

How to get there: Eclipse > Accounts > All Accounts > Filter > Choose a column to filter > Import > Paste a list of values How to get there: Eclipse > Portfolios > Filter > Choose a column to filter > Import > Paste a list of values


Portfolio Interactions: Enhanced Filtering in Portfolio View (6/21)

Enhanced Filtering and Searching in Portfolio View Grid Cards

  • Search now includes underlying groupings (ex: Search for an Asset Class and see underlying assets).
  • Right-click in Grid to access Actions.

  • Use the hamburger menu in the column header to access additional actions, filtering, and column controls. This is accessible from any column.

  • Column Actions menu

  • Column Filters menu allows for two filters to be applied to a column vs. the previous filtering, which only allowed for one.

  • Column availability menu

How to get there: Portfolio View > Any Detail Grid Card


Reporting: Alternative Vintage Year Grouping (6/14)

Alternative Vintage Year Grouping Added for Sub-Reports

  • Users with Sub-Report Builder access will see a new grouping available in sub-reports when editing or building a grouping table: Alternative Vintage Year grouping.
  • With this new grouping option, show your client's values based on the vintage year of each asset.

How to Get There: Orion Connect > Reporting > Sub-reports > Edit existing or create new sub-report > Grouping Options


Reporting: "Portfolio Group Type" Tag (6/14)

New Tag for "Portfolio Group Type" Available for Reports

  • Display or filter various types of Portfolio Groups on client facing reports. Users with access to build and edit sub-reports will now see Portfolio Group Type available as a tag.
  • When creating a portfolio group, select Composite, Reporting, and/or Trading. For reporting purposes, some users only want to include certain groups and not others.

How to get there: Orion Connect > Reporting > Sub-reports > Create New or Edit existing Sub-Report> Add Table > Add Tag (@portfolio group type)


Trading: Eclipse — Run Analytics with Save (6/14)

Eclipse — Run Analytics with Save

On June 14, 2024 there will be an update in Eclipse to run analytics when “Save” or “Save and Close” is selected on the Account Details and Portfolio Details pages.

  • Today when updates are made to Account or Portfolio Details, the portfolio gets set to a “Needs Analytics” status, requiring users to run analytics.
  • With this change, analytics will run when the account or portfolio update is saved, eliminating the need to manually run analytics to capture account and portfolio updates.

How to get there:​​​​​​ Eclipse > Accounts > All Accounts > Right-click an account > Edit Account Details How to get there:​​​​​​ How to get there: Eclipse > Portfolios > Right-click a portfolio > Edit Portfolio


May 2024

Astro: Enhanced Optimization (5/24)

Enhanced ASTRO Optimization

As mentioned in the release notes previously, this enhancement is now enabled automatically for all firms.

Run additional optimization types such as raise cash or spend cash optimization in Eclipse.

Also, override parameters such as constraints, tax-aware section, transaction costs, tracking errors, and harvest lost settings for TLH optimizations directly in the Accounts grid.

How to get there:

Single opt overrides in Eclipse: All accounts >select astro accounts > right click > Astro > single opt

Tax Loss Harvest optimization overrides in Eclipse: All accounts > select Astro accounts > right click > Astro > TLH opt)

Spend cash optimization overrides in Eclipse: All accounts > select astro accounts  >right click > Astro > Spend cash opt

Withdraw Cash optimization overrides in Eclipse: All accounts > select astro accounts > right click > Astro > Withdraw Cash optimization


Billing: New Consolidated Billing App (5/28)

Enjoy an enhanced billing experience! The new billing app consolidates core billing functionalities into a single, streamlined platform, significantly reducing manual effort and enhancing efficiency.

  • Simplified Processes: Billing processes are simplified with better tools for administrators and advisors.
    Automation: Key processes are automated, improving accuracy and efficiency.
    Intuitive Tools: Provides user-friendly tools for auditing, bill generation, and management.
    User-Friendly Interface: Features a modern and intuitive interface for easy use.
    Improved Management: Advisors can manage billing tasks more efficiently, ensuring timely and accurate fee processing.

Key Updates:

  • Optimized Bill Generation Wizard and Automation
    Audit History Changes
    Cash Flow Automation
    Billing Compare Tool
    Enhanced Grid and Filtering Options 

Please Note: Users will continue to be able to access the current Billing experience in addition to the new experience

How to get there: Orion Connect > Billing
How to enable: Turn on the user privileges outlined in the Setup Requirements section in the article below.

Knowledge Article: Billing App Overview


Client Portal: AXOS Custodial Statements Available (4/26)

AXOS Custodial Statements Now Available in the Client Portal

  • Clients and advisors will now be able to access their AXOS custodial statements in the Orion Client Portal.

  • Clients and advisors will now no longer need to log into the custodian’s site to access things like their monthly statements, tax documents, etc.

  • Allowing clients the ability to access everything they need in one portal is a preferred experience by clients.

How to get there: Orion Connect > Client Portal > Document Vault > AXOS Documents

How to enable: Reach out to the Integrations SME Team to turn this feature on


Client Portal: Customizable Report Date Ranges (4/26)

Customizable Date Range Options for Ad Hoc Reports in the Client Portal

  • Users can now choose from up to 10 different date range options for clients to be able to run ad hoc reports for in the client portal.
  • Additional flexibility around client level reporting makes for an overall better client experience.

How to get there: Orion Connect > Client Portal > Reports > Portfolio Reports

How to enable: Orion Connect > Client Experience > Settings > Portfolio > Date Range Options


Communities: Email Notification Capability

Ability to Add Email Address(s) to the Communities Notification Center

Strategists and subscribers now have the ability to add one or more email addresses to notification preferences (emails separated by a semicolon). 

By allowing users to opt in/out of individual notification types, this feature allows users to receive Communities notifications via email and the in-app notification system.  

How to get there: Communities >Notifications > Cog Wheel > Email Address
How to enable: Communities >Notifications > Cog Wheel > Email Address > Enter Valid Email                               Communities >Notifications > Cog Wheel > Email tab > Enable/Disable Individual Notifications


Eclipse: Create Saved Views (5/3)

Eclipse: Create Saved Views in the Tactical Tool

As previously communicated in the March 1st Release Note, we will be adding functionality to create multiple saved views within the Tactical Tool. Similar to how saved views work for other pages in Eclipse, within the Tactical Tool you will be able to set views as public or private, as well as specify a default view that loads when Tactical is launched.

Saved views will be added to the Tactical Tool on May 10, 2024. Please note that as part of this change, existing saved layouts in the Tactical Tool will be reset to the default layout for the Tactical Tool and you will need to re-create the layout and save it as a view. We will also be removing the Portfolio Details button located at the top of the Tactical Tool, as the details shown in that popup are available on the Portfolio Details page which can be accessed using the Portfolio ID link.

If you have a saved layout in Tactical today, please export your existing layout before 8:00PM EDT/5:00PM PDT on Thursday, May 9th to help with re-creating your layout as a saved view beginning on May 10th. Within the Model Tolerance section of Tactical, select one level of the model, go to Actions and select Export. Repeat that process for each level so you can see what columns you have included. Those exports will also include a tab for Holding and Trade Details and Account and Cash Details which you can reference to re-create your layout.

How to get there: Eclipse > Portfolios > right click a portfolio > Trade Tools > Tactical Tool > Views


Eclipse: View Account Details in Orion Connect (5/10)

Eclipse: View Account Details in Orion Connect via SSO

We recently added new functionality in Eclipse which allows you to launch Account Details in Orion Connect via single sign on. The new View Account Details in OC link is available from the following locations in Eclipse:

  • On the Accounts grid
    • Right click an account > View Account in OC
    • Select an account on the grid > Actions > View Account in OC
  • Within Account Details
    • Actions > View Account in OC
  • On the Portfolios grid
    • Expand a portfolio > right click an account > View Account in OC
  • Within Portfolio Details
    • Select the Accounts tab > right click an account > View Account in OC
  • Within the Tactical Tool
    • Account and Cash Details > right click an account > View Account in OC
    • Account and Cash Details > select an account > three dot menu > Account and Cash Details


Eclipse: In-Line Edits for Account Do Not Trade Status (5/17)

Eclipse: In-line Edits for Account Do Not Trade Status

The Account Do No Trade column on the Accounts grid will be updated to allow for in-line edits for users that are permissioned to edit accounts in Eclipse.

After adding the Account Do Not Trade column to the Accounts grid, selecting the current trade status for an account will put the cell into edit mode, and show the other available statuses for you to choose from.

In addition to in-line edits for this column, we’ve also updated the right click menu for users who are permissioned to edit accounts to include the ability to change the Do Not Trade status. You can select a single account, or multiple accounts on the grid, right click a selected account and mouse to Do Not Trade to change the status.

How to get there: Eclipse > Accounts > All Accounts > add Account Do Not Trade column

How to get there: Eclipse > Accounts > All Accounts > right click an account > Do Not Trade


Eclipse: User Experience Updates (5/24)

Eclipse User Experience Updates

Enjoy these updates for a better user experience in Eclipse:

  • A new Model Tags column in the Portfolios and Accounts grids.
  • Edit directly in the Restricted Plans column on the Accounts grid.
  • After adding the Restricted Plans column to the Accounts grid, you can click the cell so that it changes to edit mode, and search for a Restricted Plan, or select one from the list to assign to the account.

  • The new “Create account and portfolio notes as display notes by default” firm preference for notes allows Firm Admins to control whether “Display Note” is checked by default when creating new account and portfolio notes in Eclipse.

How to get there: Eclipse > Portfolios > Columns > Model Tags

How to get there: Eclipse > Accounts > All Accounts > Columns >  Model Tags

How to get there: Eclipse > Accounts > All Accounts > Columns >  Restricted Plans

How to get there: Eclipse > Administration > Preferences > Firm >  Notes


Financial Planning: PulseCheck Action Steps (5/3)

PulseCheck Generating Action Steps

We've just made goal-setting smarter in Pulsecheck! Now, when you create a goal, our system automatically generates action steps to help either fully fund your goal or remind you to reassess fulfillment within the wellness category that originated the goal upon completion. Start planning with ease and watch your goals take shape with practical, guided actions.

How to get there: Orion Connect > Orion Planning > Goals Input > PulseCheck > Action steps 

How to enable: Reach out to the *Financial Planning Service Team * for assistance


Financial Planning: PulseCheck PDF Deliverable (5/3)

PulseCheck PDF Deliverable

Streamline your BeFi reporting with PulseCheck's new PDF deliverable. You can now generate a PDF deliverable directly from the PulseCheck interface, perfect for client presentations and record-keeping.

How to get there: Orion Connect > Orion Planning > Print PDF

How to enable: Reach out to the *Financial Planning Service Team * for assistance


Financial Planning: Estate Planning Cost Basis Step-Up (5/10)

Estate Planning: Cost Basis Step-up

Cost basis step-ups are a critical component of tax and estate planning. This influences many decisions about portfolio allocation and rebalancing, and can significantly impact the decedent’s heirs. We made this enhancement to provide a more accurate picture of the impact of cost basis step-ups at passing. 

This enhancement solves the problem of manually calculating and adjusting cost basis for asset valuation in taxable accounts, which can be complex and time-consuming, especially with differing state laws.

This improves the reporting and modeling process and allows advisors more confidence in presenting estate planning scenarios to their clients. 

How to get there: Orion Connect > Orion Planning > Balance Sheet


Mobile App: Simplified Navigation Icons (5/20)

Rearrangement of Lower Icon Selection for Future Development

  • Orion’s mobile application has simplified the navigation icons at the bottom of the mobile app to maximize the user’s experience
  • Newsfeed area can now be found within the overview icon.


How to get there: Orion Wealth Management Portal > Login

How to enable: Automatically in effect for all mobile app users


Orion Connect: Global Custodian Field on Custodian (5/17)

Global Custodian Field On Custodian For Enhanced Maintenance Controls

Orion is adding a field for 'Global Custodian' to the list of custodians in Firm Profile to better handle various maintenance and internal metric requirements.

Because each firm can customize a list of custodians unique to their database, being able to associate each local custodian record to a fixed list of Global Custodians allows Orion to better identify a consistent custodian associated with each account, while still continuing to allow Advisors to customize their Custodial list to meet unique advisor needs. 

Over the next several weeks, Orion will assign a Global Custodian to the majority of custodian records set up in your database and will require new custodian records that are created to be associated with a Global Custodian.  In the future Orion will also require any custodians that are edited to have the Global Custodian field set.

If you need a Global Custodian option listed, please reach out to the SME Products & Prices team with your request.

How to get there: Orion Connect > Firm Profile > Custodian


Trading: Model Tags (5/3)

Model Tags

We recently completed new development for Model Tags. Previously, tags could be added to models in Eclipse, and now tags can be added to Model Aggregates in Orion Connect.

  • The Model Aggregates grid and Model Aggregate Details page now include a field for Tags
  • Tags can be added to models in Eclipse, and are now included in the model reverse sync to Orion Connect.
  • For model aggregates tied to an Eclipse Model ID, you can view model tags on the Model Aggregate Details page.
  • For models aggregates not tied to an Eclipse Model ID, you can view, add and edit tags on the Model Aggregate Details page.

How to get there: Eclipse > Strategies > Models > View or Edit Model

How to get there: Orion Connect > Models > Model Aggregates > Model Aggregate Details


April 2024

Astro: Cash Optimization Tools Available in Eclipse (4/22)

ASTRO Cash Optimization Tools Available in Eclipse for all firms

Introducing ‘​​Use new Astro service’ Feature flag (Previously Raise cash optimization and spend cash optimization options were only available in Astro advance. The new feature flag "Use new Astro service” will let advisors run these optimization types in Eclipse UI. In addition to that we are also introducing the option for overriding parameters used in optimization which was only available in Astro Advance before.)

  • Eventually we are moving all Astro advance functionalities into Eclipse to provide a more coherent experience to Advisors. They can use one application (Eclipse) for both Eclipse and Astro functionalities. This feature flag is the first step towards it.
  • This will let the advisors use one single application instead of moving back and forth with two separate apps to run different types of optimizations. Today in Eclipse advisors can only run regular optimization and TLH optimization. This new functionality will let the users run Raise Cash optimization and Spend cash optimization in Eclipse too.
  • We have also replaced the legacy end points used in Eclipse for regular optimization and TLH optimization with the new Astro microservice end points which will give additional loggings to help the developers get more visibility to issues if anything comes up in future.
  • Option for overriding parameters for different types of optimizations were only available in Astro Advance; this new functionality will provide advisors the option to do this in Eclipse UI.
  • In order to get this functionality available in firms, Use new Astro service flag needs to be enabled. This is an Eclipse preference which will be enabled for all firms.

How to get there: Orion Connect > Eclipse > All accounts > Select one or more Astro accounts > Right Click OR Orion Connect > Eclipse > Astro Alert > Select one or more accounts > Right Click


Cloud Data: AWS Redshift Data Sharing Transition (4/12)

AWS Redshift Data Sharing — Transition to New Account (4/12)

We would like to extend our gratitude for your support and cooperation during our recent migration phase (4/8 - 4/11).

We wish to remind you that, as previously communicated, access to the legacy data share has been permanently discontinued from 4/12/2024.

For those firms still utilizing the legacy system, or those yet to complete the migration to the new data platform, we have provided a detailed guide to facilitate your transition, in our previous communications. Please get in touch with your relationship manager if you don't have that document.

Should you encounter any challenges or require further assistance, do not hesitate to contact cloudDataSupport . Our team will offer individual support to ensure a smooth transition for such cases. Once again, thank you for your prompt attention to this.


Communities: Alternative Tolerance Bands (3/25)

Ability to Allow Subscribers to Customize Tolerance Bands Within Eclipse

With this recent development, strategists will now have the capability to empower subscribing users of their models with the flexibility to customize tolerance bands beyond those set by the model manager.

The option for subscribers to personalize tolerance bands offers benefits to both strategists and subscribing users of Communities. Strategists will now have the opportunity to engage with a previously untapped audience whose trading style may not align with the fixed bands provided. Subscribing users, on the other hand, gain the ability to broaden their selection of Communities models that suit their trading preferences, while also having the option to tailor current models to further optimize their trading processes.

This feature introduces enhanced flexibility for all users of Communities, facilitating a deeper level of customization in model management.
How to get there: (Strategist): Communities Dashboard > Models > Pick model > Attributes > Allow Alternative Tolerance Bands
How to get there: (Subscriber): Eclipse Dashboard > Strategies > Security Sets > Pick model > Select Tolerance Type
How to enable: Feature is available by default within Communities. Default setting is set to NOT allowing alternative tolerance bands on model


Eclipse: Intraday Prices in Tactical Tool (4/17)

Coming Soon: Intraday Prices in Tactical Tool

🚀 Exciting News Incoming!

We're thrilled to announce a game-changing enhancement coming your way soon: Intraday Security Prices in our Tactical Trading Tool. Current intraday pricing users will now enjoy the benefits of instant pricing updates on all holdings and trades within the tactical tool.**

Here's what to expect as this rolls out within the next month:

  • Real-Time Updates: Watch your portfolio calculations dynamically adjust with every fluctuation in security prices.
  • Enhanced Accuracy: Say goodbye to lag and hello to precision with real time pricing data.

Stay tuned!

How to enable: Once available, this feature will be turned on automatically; no action is needed on your part.

** Users set up on 15-minute delayed prices will receive 15-minute delayed prices, not real time.


Eclipse: Introducing "Portfolio Max Gain" Template (4/26)

Introducing "Portfolio Max Gain" Template

We're excited to announce the Portfolio Max Gain template is now live in Custom Imports! This import allows you to set and update your portfolio max gain, carryforward loss and max short-term gain settings in mass at the portfolio level.

This import can also be used to clear values from Carryforward Loss and Max Gain Amount to facilitate a smooth start to the new year.

How to get there: Eclipse > Custom Imports > Portfolio Max Gain Template
Support Article: Custom Imports in Orion Trading Eclipse Overview


Eclipse: New Buy and Sell Order Entry Columns (4/26)

New Buy and Sell Order Entry Columns in Tactical Tool

We are excited to announce a new feature in the tactical tool's holding and trades grid that simplifies the order entry process, eliminating the need to enter negative symbols for sell orders, thereby improving efficiency and reducing the risk of errors.

  • Users can now input buy and sell orders separately in dedicated "Buy $" and "Sell $" columns.
  • A positive value can be entered in both fields. A negative value for sell trades is no longer necessary when using the new Sell $ column.
  • When entering a value in the "Buy $" column, the corresponding "Trade $" column will automatically populate with a positive value equal to the amount entered. Similarly, when entering a value in the "Sell $" column, the "Trade $" column will automatically populate with a negative value equal to the amount entered.
  • Only one trade type (buy or sell) can be entered at a time. If a buy trade is entered first, and then a trade is entered, the previously entered buy trade will be discarded so that the most recent sell trade entered is used.

The existing functionality of the "Trade $" column remains unchanged, allowing users to directly input buy or sell orders using positive or negative values, respectively.

How to get there: Eclipse > Tactical Tool > Holding & Trade Details > Add the Buy $ and Sell $ columns > Enter a positive value in either column


Mobile App: Upload Files via Document Vault (3/25)

Ability for Clients and Advisors to Upload Files via Document Vault

With this development, mobile app users may create folders as well as upload files to their Document Vault.

Users may also delete manually uploaded (non Orion-generated) files.

How to get there: Orion Wealth Management Portal > Select from Client List > Menu > Document Vault > New Folder / Upload File

How to enable: Orion Connect > Orion Planning > Open Record > Configure Access > Toggle on Document Vault > Save & Preview


New Data Interface: Infovisa (4/26)

Receive Your Infovisa Account Data Through A Daily File Download

Infovisa delivers daily data files for accounts on the Maui trust accounting platform. This data feed will support your trust accounting needs and allows for Principal and Income reporting. We receive holding, transaction, account, price, security, and cost basis data through the daily file sets.

Interface Guide & Setup - Infovisa (Maui) - EXTERNAL | Knowledge | Salesforce

How to enable: The SME Recon Team For Steps To Establish A Feed


New Data Interface: Voya (4/26)

Receive Your Voya Account Data Through A Monthly File Download

Voya delivers a monthly set of files that include holding, account, price, and security data. This data feed encompasses retirement accounts, insurance policies, and annuity contracts.

Interface Guide & Setup - Voya (VRIAC) - EXTERNAL | Knowledge | Salesforce

How to enable: The SME Recon Team For Steps To Establish A Feed


Portfolio Interactions: Designate Favorite Reports (4/12)

Designate Favorite Reports in Portfolio View Run Report Modal

The Run Report modal in Portfolio View has been updated to allow you to designate favorite reports. Simply click on the star next to each report to select or deselect that report as a favorite.  Once you select your favorite reports, these will automatically move to the top of your Reports list whenever you open the Run Report modal.

Any reports that you have designated as favorites in Reporting on the Reports Page will now also reflect as favorites in the Run Report modal.

How to get there: Orion Connect > Portfolio View> Settings> Run Report


Redtail CRM: Bubble Attendee View (4/5)

Option for Bubble Attendee View

Based on user feedback, Redtail CRM users now have the ability to choose if they want to view activity attendees in color coded bubbles or in the “Classic” view.

We want our users to know that we are listening to their feedback. Some users did not like the color coded bubbles. So, we are giving users the option to choose between which view they’d like.

In order to change the activity attendee view, navigate to the Preferences menu which can be accessed through the dropdown when selecting the user’s name in the top right corner of the page. Once in the Preferences menu, you will see the option named “Allow Attendee Bubble View”.

If you select “Yes” to this option, in the calendar, you will see activity attendees as color coded bubbles.

If you select “No” to the option, you will not see activity attendees as color coded bubbles.


March 2024

Advisor Portal: Enhanced Tracking of Bundles for E-Signature (3/1)

Enhanced Tracking of Bundles Submitted for E-Signature via Forms Library and New Account Opening

We have enhanced the advisor experience in Advisor Portal to automatically create an associated service request when an advisor submits a bundle for e-signature from the New Account Opening workflow or Forms Library. This gives advisors one consistent, standardized way to track the status and progress of all bundles submitted to Docusign regardless of where that submission originated. Previously, only bundles submitted through the Service Request Tool were trackable within the Advisor Portal. Now, all submissions will appear in the Service Request dashboard.

How to get there: Orion Advisor Portal > Servicing > Servicing Requests

How to Enable: Orion Advisor Portal (login as Admin user) > Super Admin > Servicing > there are new toggles for “Create Servicing Request for E-sign in Forms Library” and “Create Servicing Request in New Account Wizard when using E-sign”


Client Portal: Transactions Tab at Household Level (3/8)

Transactions Tab Now Available at the Household Level

This feature was built to allow clients to view their transactions in the client portal at additional levels besides just the account level. Clients will now be able to view their transactions at the household level as well as the different managed account grouping levels. With this update, reviewing specific transactions across different accounts will now be much easier for clients.

How to get there: Orion Connect > Client Portal > Personal Finances > Transactions Tab


Communities: Custom Date Range Pulls (3/8)

Custom Date Range Pulls

Strategist users now have the ability to pull custom date ranges within Communities.


  • Previously date range exports were fixed to 7-day, 30-day and 1 year
  • This caused issues pulling exact date on dashboard exports as well as dates past a 1-year mark


  • Strategist users now will have the same functionality of the 7/30/1-year export along with the ability to pick a custom date range of their choosing

How to get there: Communities (strategist) > Dashboard > Export > Modal will pop up


Eclipse: API Change for Portfolios and Accounts Lists (3/1)

Breaking API Change for Portfolios and Accounts Lists

We previously removed Portfolio Trading Instructions from the Portfolio Details page in December 2023. On March 22, 2024, we will be removing Account Trading Instructions from the Account Details as this information is available to you in the Notes section of Account Details.

On or around April 26, 2024, we will have the following breaking API changes to remove the Trading Instructions field from these endpoints.

Portfolio Trading Instructions will be removed from:

  • Portfolio list – /api/v2//Portfolios/GetPorfolioList
  • Portfolio details – /api/v2/Portfolio/Portfolios/{portfolioID}
  • Tactical Tool – /api/v2/Tactical/PortfolioSummary

Account Trading Instructions will be removed from:

  • Account list – /api/v2/Account/Accounts/list
  • Account details – /api/v2/Account/Accounts/{accountID}
  • Orders list - /api/v2/TradeOrder/Trades

Going forward these can be retrieved and updated by using Notes and the below endpoints.

  • api/v2/notes?relatedId=123&relatedType=16

In the above example, 123 is the PortfolioID, and 16 corresponds to the Portfolio level.

Account level notes can be retrieved through the below endpoint:

  • api/v2/notes?relatedId=456&relatedType=32

In the above example, 456 is the AccountID, and 32 corresponds to the Account level

Please note, Account Trading Instructions entered on an account in Orion Connect will continue to sync to an account level note in Eclipse. These can be identified in the API response when orionConnectNote is set to true.

To review API documentation for Eclipse, please click here.


Eclipse: Initiate Partial Imports (3/1)

Initiate Partial Imports from Eclipse

We have added the ability to initiate partial imports from Eclipse without having to navigate to Orion Connect. This allows you to update information in Eclipse if needed without navigating to Orion Connect. This can be done at either the portfolio or account level and can be done in mass to address import errors.

For Import Errors:

  • Eclipse Overview > Import Errors > Actions > Resync Accounts from Orion Connect
  • This will kick off a partial for every account included in the import errors log. If any sleeves are included, the import will include the entire registration.

At the Portfolio level:

  • From Portfolio’s Grid:
    • Select Portfolio(s) > Actions > Sync Accounts from Orion
  • From Portfolio Details:
    • Actions > Sync Accounts from Orion

At the Account level:

  • From Account’s Grid:
    • Select Account(s) > Actions > Sync From Orion
  • From Account Details:
    • Actions > Sync From Orion
      • Please note: If the account is sleeved, the partial will include all accounts in the sleeved registration.


Eclipse: Mass Block Editing (3/8)

Mass Edit of Blocks in Eclipse

We're thrilled to introduce a new feature in Eclipse that allows for mass editing of blocks. This enhancement enables users to select blocks with matching Action and Ticker and edit all details, including Algos, in one go. 

With this new capability, there's no longer a need to edit each block individually to apply Algos or set a limit price. Users can now edit details such as executing broker, allocation destination, order type, limit price, stop price, duration, qualifier, discretionary, and algorithms per executing broker in a more efficient workflow for managing blocks within Eclipse.


How to get there: Eclipse > Trades > Blocks > Select multiple blocks with matching Action and Ticker > Right click > Edit


Eclipse: Astro Optimization Status Update (3/15)

Astro Optimization Status Pop-Up Updated for a Better User Experience

  1. Added minimize button which would let the user minimize the pop up and open it any time to see the optimization status.
  2. Added a new button call view batch(Before adding this button, once optimization is done the control automatically goes to Astro batches grid, when it comes to large batches optimization(batch with 100+ accounts), then optimization takes a while to complete so meanwhile advisors can do additional functionalities for eg: rebalance a few accounts, but if the optimization get completed then it automatically takes us to astro batches grid and if the advisor was in the middle of another task that would be lost. With this new button the decision is advisors to view the batch completed or check it later.

How to get there: Eclipse > Select Astro Accounts > Run optimization


Orion Compliance: Post-Trade Supervision (3/15)

Post-Trade Supervision (New Feature)

Post Trade Supervision provides eye-in-the-sky post-trade Compliance of client activity.  Automatically gain key insights into concentration limits, high cash, low trade volume, leveraged investments, and more. Streamline post-trade Compliance by leveraging a broad range of customizable rules and harnessing the power of the Orion ecosystem.

Description Items to Address:

  • Eye-in-the-sky post-trade compliance of client activity.
  • Allow firms to monitor client activity based on firm-specific investment rules. 
  • Automatically notify reps that corrective action may be needed. 
  • Create custom supervision rules specific to your firm’s investment policies or edit pre-made rules for a seamless setup. 
  • Monitor client accounts on an ongoing basis.
  • Create compliance user-specific dashboards to monitor.
  • Create supervision rules using the “Rule Editor”.
  • Snooze notifications and review the timeline of events.
  • Automate Rep reviews. 

How to get there: Orion Connect > Orion Compliance > Client Oversight > Supervision 

How to enable: Must have Orion Compliance enabled, Reach out to the *SME Compliance* team who turns the feature on



Orion Connect: Enhanced Fee Pending Transactions (3/1)

Enhanced Fee Pending Transaction Creation for Sleeves (Effective March 1st)

Having accurate and timely fee pending transactions ensures advisors have up-to-date information for billing and reporting purposes.  We are thrilled to introduce enhancements to the pending fee transaction creation process, ensuring comprehensive coverage for all accounts using the "Create Fee Pending for Direct/Indirect Pay Methods" entity option. This enhancement expands functionality to include Custodial Accounts, Contribution Sleeves, Distribution Sleeves, and Canceled Sleeves, optimizing fee management and ensuring accurate pending creation.

Please note that:

  • Pending transactions will not be created if the pay method is check, credit card, ACH, Non Managed or Special Instructions (no change to existing behavior). 
  • Pending transactions will be created for direct and indirect paying relations.
  • Fee credit transactions will be generated for accounts with negative fee amounts, enhancing accuracy in fee processing.
  • Each pending transaction created will include the Bill Instance ID in the tranlinkcode field for improved tracking and reference.  This field is primarily used for Orion processing, but can be referenced by some advisors and integration partners.

How to get there: Orion Connect > Firm Profile

How to enable: If your firm currently uses sleeves, this will be automatically enabled for you starting March 1.  If you have any questions on this new feature, please reach out to the SME Billing Team.


Orion Planning: Pulse Check (3/18)


Utilize the ingredients of human flourishing to inform the power of goals-based planning with PulseCheck. Goals-based planning is powerful, and people are starved for meaning and purpose in their lives. We built PulseCheck to bridge the gap between the meaning & purpose by way of goals-based financial planning. 

64% of financial planning clients don’t feel they have anyone to talk to about their money, including their advisor. This tool helps advisors normalize relationship-deepening conversations by making it a part of the goals-based financial planning process. 


This tool allows advisors to better understand their clients’ motivations and provide valuable insights about how to best achieve greater fulfillment by setting financial goals informed by a quick, elegant analysis of meaning and purpose. 

This new feature includes:

  • Dedicated PulseCheck workflow that can be distributed at advisor discretion.
  • Stack ranking exercise where users rank six wellness categories from most to least important to them (happiness, engagement, advancement, relationships, truth, strength). 
  • Fulfillment assessment. Users rate their fulfillment from unfulfilled to fulfilled in each of the six categories. 
  • Results page: We locate the lowest ratio of fulfillment-to-importance and surface that category as a suggested goal-setting candidate. 
  • Goal Setting Flow: Users can set financial and non financial goals in order to address  the surfaced category. 
  • Integration: goals are integrated into our cash flow engine. Users can see the netting distributions and expenses on the cash flow report, and they can see auto-generated action steps. 

How to get there: Orion Connect > Orion Planning > Profile > Goals Input > PulseCheck

How to enable: Reach out to the *Financial Planning Service Team* with any questions


Portfolio Interactions: Custom Dates on Portfolio View Cards (3/15)

Custom Dates on Portfolio View Cards

We have added the ability for Portfolio View cards to have a different date range than the date the Portfolio View is set to. This allows our users to set date ranges to cards and have them remain static when modifying the date range for the Portfolio View. With view customization now available, users can also have multiples of cards with differing date ranges. 

How to get there: Orion Connect > Portfolio View > Edit Card (three dot menu) > Period


Portfolio Interactions: Portfolio View Card Sizing (3/15)

Portfolio View Card Size Modification

To help you better customize your Portfolio View personal and shared views, we have added the ability to adjust card sizing. Cards can now be adjusted to take up half or full screen width.

How to get there: Orion Connect > Portfolio View > Edit Card (three dot menu) > Make Half/Full Width


Redtail Cloud Data: Orion + AWS Redshift Data Sharing (3/1)

Exciting News: Enhanced Data Dictionary and Entity Relationship Diagram Now Available in Our Support App!

We are thrilled to announce a significant enhancement to our product documentation. Understanding the critical role that accessible, comprehensive data documentation plays in your experience, we have taken a step forward to enhance your convenience and access to vital information.

What's New? 

  • Integrated Entity-Relationship Diagram (ERD): Dive deep into the structure of our read-only views with our newly-integrated ERD. This visual representation will help you better understand the interrelationships between data entities, making it easier for your team to navigate and utilize our product effectively.
  • Extensive Product Documentation: We've expanded our documentation within our Support app, providing detailed insights into every view that we are sharing. This extensive resource is designed to answer your questions, guide you through the attributes and also a handful of use cases describing when and how you can use these views, to optimize your use of our platform.

Why the Change? 

Your feedback is invaluable to us, and we've heard your concerns loud and clear. The previous reliance on Google Docs for our data dictionary posed challenges for some of our clients, including accessibility issues and restrictions within certain enterprise environments. In response, we've transitioned to a more integrated, secure, and universally accessible solution within our Support app. The google doc does still coexist and will be updated with our day-to-day enhancements. 

Benefits for You:

  • Enhanced Accessibility: Access our data dictionary and ERD directly within our support app, bypassing any external platform restrictions you may have faced.
  • Improved Usability: With the ERD and comprehensive documentation housed in one central location, you'll find it easier to get the information you need, when you need it.
  • Greater Security: Enjoy the peace of mind that comes with knowing your access to sensitive data documentation is protected within our secure Support app environment.

Getting Started:

To access the new ERD and product documentation, simply log in to our support app and navigate to the documentation homepage. Here, you'll find everything you need at your fingertips. 

We are committed to continually enhancing our product and the resources available to you. This update is a reflection of our dedication to your success and the direct result of your valuable input.

Thank you for being a part of our community and for your ongoing support. We're excited for you to experience these enhancements and look forward to hearing your feedback!


Redtail: Updates to the CRM Calendar (3/8)

Updates to the Redtail CRM calendar 

We’re making several significant changes to the Redtail CRM calendar based on feedback from our users.  The changes are designed to make our calendar simpler to view as well as easier to use and organize.  Below are the changes made:

Attendees on a meeting will now be visible in an activity on the calendar through colored circles with the attendee's initials in the circle.

Users have the ability to select the color of the circle for each attendee via the “Change Calendar Colors” page.  To select new colors for an attendee’s circle, navigate to the Actions dropdown menu on the calendar, select the Change Colors option and then select the Attendees tab.

NOTE: Color selections function independently for each Redtail CRM login.  As an example, User A can select different colors for attendees of an activity in their login to Redtail CRM and user B can log in to the same Redtail CRM database and select different colors without affecting user A’s color selections.

We’ve made other changes to the time selection and filtering functions on the Redtail calendar based on your feedback so the page is easier to navigate.  Below are the key changes made:

  1. The dropdown menu to the navigation page has been removed and replaced with arrows on either side of the viewable date range for simpler movement.
  2. The calendar filter option has been moved to the right side of the page to reduce clutter and the potential for a “misclick”. 
  3. The “today” button has been replaced with a calendar icon to create more space. 
  4. The “filter” option has been moved to the right side of the page.


Reporting: Two New Report-Building Features (3/8)

Two New Features for Quick and Easy Report Building!

We are excited to announce the release of two new features in the Report Builder: Report Templates and a Simple Table Editor.  These additions to our Reporting suite were designed and developed based on real world feedback from our advisors, providing a more intuitive report building experience.

Our new Report Template library offers well-designed and varied report templates that will give you a solid starting point when building a report. You will also notice report thumbnails, which is a new way to preview an image of a Report and a Report Template.

  • Choose your Report Template from a library of thumbnail preview images
  • Save a Report Template as a favorite by clicking on its star button.
  • Turn your Custom Reports into Report Templates for you and others to use!
  • Choose from a robust selection of new Sub-Reports to add to your reports. Use them as is or customize them further as you would like.

How to get there: Orion Connect> Reporting> Reports

Note: Users with Report Builder- Advanced Editor access will see Report Templates. To enable for additional users update the Report Templates privilege for the specific role assigned.

Use the new Simple Table Editor (beta) for an easier and more streamlined way to build Sub-Reports.

  • Build tables faster through a simplified drop-down menu.
  • Easily add columns by clicking on the plus sign icon and arrange them by drag and dropping.
  • Easily add data tags and update settings at the column level rather than for each individual cell.
  • Find what you need faster with newly categorized columns and rows.

How to get there: Orion Connect> Reporting> Reports> Sub-Reports> New Sub-Report> Tables drop down> Simple Table Editor

Note: Users with Sub-Report Editor access will see the Simple Table. The existing Grouping Table option is still available for users who desire a more advanced report building experience. To enable the advanced grouping table users must have Report Builder – Advanced Editor access.


February 2024

Client Portal: Display Advisor Transaction Notes (2/9)

Ability to Display Advisor Transaction Notes in the Client Portal

This feature was built so advisors could add in custom transaction notes in the client portal. In situations where a client holds unique securities or an account that has unique activity, this is a helpful way for advisors to communicate specific details around a transaction to their clients.

Clients will now see a tooltip next to any transactions in the client portal that have advisor notes added to them. They can hover over the tooltip and read the advisor notes to better understand the transaction.

How to get there: Orion Connect > Client Portal > Personal Finances > Select Account > Transactions Tab

How to enable: Orion Connect > Client Experience > Portfolio > Show Transaction Notes

How to add transaction notes: Orion Connect > Portfolio Audit > Select Household or Account > View Transactions > Advisor Notes


Communities: Subscriber UI Update (2/14)

Search and Model Comparison Experience for Subscribers

An upgraded subscriber experience awaits! Communities subscribers will gain access to a thoroughly revitalized interface, featuring enhanced search functionality and model comparison capabilities. The enhanced search ensures a dynamic solution for users, facilitating efficient filtering, searching, and favoriting of models and views within Communities.

With the introduction of Model Comparison, users can now seamlessly view Communities models in a side-by-side comparison, allowing for a direct assessment of key attributes and ratios of each model. These integrated features have been meticulously crafted to deliver a smooth and comprehensive user experience, facilitating research and subscription within the expansive realm of models available in the Communities universe.


Data: Amazon Redshift (2/9)

Cloud Data (Redshift Data Sharing)

As part of our ongoing commitment to enhancing our services, we're excited to update you on the upcoming migration of our Orion AWS legacy account to a new AWS account. Along with many other benefits, this migration will enable us to take advantage of a standardized approach to disaster recovery and business continuity planning, to offer our clients maximum stability and greater confidence. We're thrilled to share that we're approaching the final stages of this migration.

Migration Schedule:

  • When: April 8th - April 11th
  • How: In the coming weeks, our dedicated Orion cloud data team will provide you with easy-to-follow, step-by-step instructions. These guidelines will help you seamlessly transition to the new data share, ensuring minimal disruption.

Your Role and Required Actions

Please take note that the legacy data share will be terminated starting April 12, 2024. To make this transition as efficient and cost-effective as possible, we kindly request all clients to follow the provided support document and adhere to the outlined timelines during the 3-day transition period.

Support and Assistance

Our cloud data team is here for you! Should you have any questions or concerns regarding the migration, please reach out to us at cloudDataSupport@orion.com. We are committed to providing the support you need throughout this process.

Stay tuned for more information

Look out for additional resources to aid you before and during the transition. Our goal is to make this migration as smooth as possible, ensuring zero interruption to your business operations.

We sincerely appreciate your patience and understanding during this period of transition. Thank you for your continued partnership with Orion.


Eclipse: Updated Securities and Security Sets Endpoints (2/2)

Eclipse: Securities and Security Sets Endpoints Updated

The below endpoints in Eclipse have been updated to allow securities to be added to Eclipse, when that security already exists in Orion Connect.

  • POST https://baseurl/v1/security/securities - API users can use a symbol to add a security that exists in Orion Connect, and has yet to be added to Eclipse.
  • POST https://baseurl/v1/security/securityset
  • PUT https://baseurl/v1/security/securityset/:id

In addition, the Security Set Import tool in Eclipse can now be used to target securities that exist in Orion Connect, and have yet to be added to an Eclipse database.


Eclipse/Communities: TLH Alternates (2/2)

Eclipse/Communities: TLH Alternates for Community Security Sets

On February 1, 2024, new development will be released for Community Security Sets in Eclipse which allows the Strategist to manage tax loss harvesting (“TLH”) alternates at either the model or security level. Strategists will also have the option of allowing TLH alternates to be managed by the subscriber.

  • When TLH alternates are managed by the strategist at the model level, the strategist can specify up to three TLH alternates that are applied to each targeted security.
  • When TLH alternates are managed by the strategist at the security level, the strategist can specify up to three TLH alternates per targeted security.
  • When the strategist allows the subscriber to manage the TLH alts, within Security Set Details in Eclipse, you can use the Add TLH button to add a TLH alternates to targeted securities across the board, or you can set TLH individually at the security level.
  • In Communities > All Models, you can reference the “TLH Managed” column to view which option the strategist has selected.

For more information on using TLH Alternates as a subscriber, click here.

For more information on using TLH Alternates as a Strategist, click here.


Operations Experience: Ticker-Based Fee Schedule Assignment (2/16)

Introducing Ticker-Based Fee Schedule Assignment


We're excited to introduce a new feature that enables users to assign fee schedules to tickers, providing enhanced flexibility to meet advisors' billing needs. This development allows for precise billing management at the asset level, ensuring accurate invoicing for each ticker within an account.

Key Features

  • Additional Assignment Type: An additional Assignment Type for Asset Level Fee Schedules, labeled "Ticker," is introduced after Asset Category.
  • Ticker Assignment: Users can assign a fee schedule to a specific ticker by selecting the Ticker option and adding the desired ticker from a dropdown menu.
  • Fee Schedule Management: Once a ticker is selected, users can assign a fee schedule to it, ensuring accurate billing based on the asset's ticker.


  • Billing General Tab: When navigating to the Billing General tab on the account editor, users will find the Ticker option listed under Asset Level Fee Schedules.
  • Assigning Tickers: Upon selecting Ticker as the Assignment Type, users can add tickers and assign fee schedules by choosing from the options in the dropdown menu.

Billing Process:

  • When creating a bill for the account, tickers with assigned fee schedules will be billed accordingly.
  • Assets without specific ticker-based fee schedules will be billed using the account-level fee schedule.

How to Get There:

  • Orion Connect > Billing Audit > Double Click on an Account > Billing > General > Fee Schedule
  • Orion Connect > Portfolio Audit > Double Click on an Account > Billing > General > Fee Schedule


Orion Connect: Custom Benchmarks in Risk Calculations (2/23)

Utilize Custom Benchmarks in Risk Calculations

We have added an enhancement to allow for assigning a blended benchmark as the statistical market index and the risk free rate.

Previously, with risk statistic calculations in Orion, only a standard index could be assigned and used in the calculation. With this new feature, you can now calculate a more precise risk stat with a much more comparable benchmark .

How to get there: Orion Connect > Portfolio Audit > Accounts > Edit Account > Options > Performance Calculator


Portfolio Interactions: Inception Date in Portfolio View (2/2)

Inception Date Column in Portfolio View

We’ve added a column for Inception Date to two of our Portfolio View cards to give you better insight into your client data. This column will be disabled by default and is available to be enabled in the Performance Detail and Portfolio Detail cards.

How to get there: Portfolio View > Performance Detail or Portfolio Detail cards > Columns


Redtail CRM: Clarity for Risk Score Source (1/25)

Clarity for Risk Score Source in Redtail CRM

A question that users consistently ask is “from where does the risk score displayed in Redtail CRM derive?” 

Growth users who have linked their contacts to Orion Planning will now be able to easily see from where the risk score displayed in the contact header derives.  There will now be a “hover over” message for contacts that have “N/A” displayed in Redtail CRM as their risk score.  The hover over message will read "Risk score is derived from Orion Planning. The Orion Planning risk tolerance questionnaire must be completed in order for a risk score to populate for your contact. Click here to learn more."

The sentence "Click here to learn more." links to the article https://orionadvisorservices.my.site.com/OrionSupportApp/s/article/Risk-Tolerance-Questionnaire. This will help reduce questions to service regarding the risk score, where it comes from and how to have it added.

This should help reduce confusion for Redtail CRM clients.


January 2024

Client Portal: Improved Number Formatting (1/2)

Improved Number Formatting on the Portfolio Value vs. Net Amount Invested

  • We improved the formatting of the numbers on the Y axis on this card to make it easier for users to view their portfolio values.
  • With better spacing and number formatting, users will now notice a more consistent experience across the client portal and other reporting aspects of Orion.

How to get there: Orion Connect > Client Portal > Personal Finances > Summary > Portfolio Value vs. Net Amount Invested Card


Eclipse: Added "Bill Pay Method" (1/4)

Added "Bill Pay Method" Column to Account & Cash Details Section of Tactical 

To provide users an easy way to see account-specific billing details across the entire portfolio. 
Note: This column will not be enabled by default, so users will have to add this to their view. 

How to get there: 
Eclipse > Tactical > Account & Cash Details Section

How to enable: 
Eclipse > Tactical > Account & Cash Details Section  > Click on 'columns' > search for Bill Pay Method > Add column to the grid 


Financial Planning: Plan With 2024 Tax Number & Planning Assumptions (1/2)

Plan with Updated 2024 Tax Number and Planning Assumptions

  • Each year, critical financial planning assumptions, contribution limits, standard deductions, contribution limits, among others, are indexed for inflation. We made these changes to ensure that advisors and investors have access to the most current financial planning assumptions. 
  • Changing these assumptions at the beginning of each calendar year ensures advisors and their clients can plan with confidence and can quickly and easily create and amend financial plans that are current and accurate. 
  • This eliminates the need for advisors to manually input values or adjust planning assumptions in order to keep the planning values current. 
  • Changes made:
    • Standard deductions
    • Retirement contributions limits 
    • HSA contribution limits
    • Income tax schedules 

How to get there: Orion Connect > Orion Planning 


Financial Planning: Plan With 2024 Capital Market Assumptions (1/2)

Plan with Updated 2024 Capital Market Assumptions

  • Each year, new forward-looking capital market assumptions are published, and each year, we add the newest CMAs to our list of available options for advisors to use for financial planning. We made these changes to ensure that advisors and investors have access to the most current capital market assumptions. 
  • Changing these assumptions at the beginning of each calendar year ensures advisors and their clients can plan with confidence and can quickly and easily create and amend financial plans that are current and accurate. 
  • This enhancement allows advisors the confidence that they are planning with the most current CMAs from leading research and analysis by JP Morgan. 
  • Changes made:
    • 2024 JP Morgan CMAs are now default CMAs.
    • Advisors who were using JP Morgan’s 2023 CMAS are automatically converted to 2024 CMAs.

How to get there: Orion Connect > Orion Planning > Application Settings > CMAs


Operations Experience: Sleeve Transfer (1/19)

The new Sleeve Transfer tool has a few updates to help give a better workflow experience:

  • Ability to have better filtering capability to drill down in viewing data.
  • On the Sleeve Transfer page, users can create their own default view by expanding and moving columns to customize a view to suit your needs.
  • If you have a default view and want to add changes, select the “update view” button to save.
  • The ability to search registrations, accounts and assets has been added to the Sleeve Transfer page. Please note switching to a new registration, account or asset will open a new page, and any updates to the current page will not be saved.
  • Sleeve transfer tool is available at the rep level.  Users can turn this on within the manager users app for rep level users.

How to get there: Orion Connect > Portfolio Audit: Registration, Accounts, Asset level > Right click: Sleeve Transfer

Privilege: Manage Users > Role > Privileges: Apps > Portfolio: Sleeve Transfer Portfolio > Enable

Important Dates for Sleeve Transfer

  • 1/25/2024 - Eclipse users will be directed to the new Sleeve Transfer tool
  • 2/29/2024 - Access to the legacy Sleeve Transfer will be sunset
  • 3/28/2024 - API for the legacy Sleeve Transfer tool will be removed


Performance: Customize Date Ranges in Batch Performance (1/12)

Customize Date Ranges in Batch Performance to Return Monthly Performance Intervals

Advisors now have the option to run Batch Performance for a selected date range and return the Monthly Performance Intervals  by using the "Monthly" check box.

Previously, Batch Performance could only be run for standard periods such as MTD, QTD.

With this change you can choose to run Batch Performance for a given year and it will give 12 monthly returns.

How to get there: Orion Connect > Batch Performance > Actions > New Batch > Click the Monthly Check Box


Portfolio Interactions: Portfolio View New Benchmark Settings (1/19)

Portfolio View: New Benchmark Setting

We have added a new card setting to the following cards in Portfolio View: 

  • Performance vs Benchmark
  • Performance Summary
  • Performance Detail
  • Performance Chart

This setting is called Benchmark Settings and allows for the card to display either the benchmarks assigned to the entity or only the database default benchmarks. This update provides flexibility to our users to compare any entity to the database default benchmark in these Portfolio View cards.

How to get there: Orion Connect > Portfolio View > Card Settings 3 dot menu on applicable cards


Redtail: Proposal Button for Growth Plan Users (1/4)

For Growth Plan users, proposal button is available in the Quick Links menu

Redtail CRM is making the ability to create a proposal within the Orion Advisor Portal easier than ever.  We're enhancing the ability to connect to the Advisor Portal proposal tool through the Quick Links menu in the CRM. Simply navigate to the Quick Links menu in Redtail CRM and select the “Proposal” option.

Preview of Redtail Proposal Button


Redtail: Integrate Outlook or Microsoft 360 With Suite Sync (1/23)

Easily integrate your emails, contacts and calendars from Outlook or Microsoft 360 with Suite Sync

This functionality is the #1 piece of advisor feedback Redtail CRM receives; an easy way to sync their emails, contacts and calendars from their email accounts to Redtail CRM.  We built this feature because we hear you!

Customers of the CRM Growth Plan offering will have access to our Suite Sync functionality which allows you to manage emails, contacts and calendar events in a singular platform.  


  • Email Sync: Customers will be able to experience a unified view of their emails that are linked via Suite Sync directly in the CRM.  Emails sent or received via your email provider will be accessible in Redtail CRM.  You can even set Redtail CRM to be able to send emails from your external email account in Redtail.
  • Calendar Sync: Customers will be able to easily manage their calendar events in either their external email provider or Redtail CRM and sync their events in either platform. 
  • Contact: Customers will be able to share contact information from Redtail CRM to their external email account or vice versa.

Here is a link to a Redtail Support article on how to enable Suite Sync and more details about the feature: https://support.redtailtechnology.com/s/article/How-To-and-Overview-Suite-Sync

Developed for Microsoft 365 at launch with Google Suite soon to follow.


Trading: User Experience Updates in Eclipse (1/5)

User Experience Updates in Eclipse

To provide you with a better user experience in Eclipse, we recently made the following changes on the platform:

  • Notes Audit History – we’ve added a section for Notes Audit History to the Portfolio and Account Audit History pages, so you can easily view when notes were added and edited, and by whom.
  • Sleeve Contribution % and Sleeve Distribution % were added as columns to the Portfolios and Accounts grids.
  • The right-click menu on the Accounts grid is now updated to include icons for each action, and is organized into sections so you can more easily locate links in the menu.
Preview of User Experience Updates in Eclipse

How to get there: Eclipse > Portfolios > Right-click a portfolio > View Audit History
How to get there: Eclipse > Accounts > Right-click an account > View Audit History
How to get there: Eclipse > Portfolios > Columns > Sleeve Contribution %, Sleeve Distribution %
How to get there: Eclipse > Accounts > Columns > Sleeve Contribution %, Sleeve Distribution %


Trading: Add Restricted Plan Securities to Tactical Tool (1/19)

Add Restricted Plan Securities to Tactical Tool

A new workflow was recently added to the Tactical Tool in Eclipse for accounts that have a Restricted Plan assigned. Within the Account and Cash Details section, you can right-click the account row where a Restricted Plan is assigned and choose View Restricted Plan.

Preview of View Restricted Plan

From there, the securities that are available within the Restricted Plan will be listed in a popup window. To add one or more securities that are available within the plan to the Tactical Tool, you can select those securities from the list and choose Add Securities to Tactical.

Preview of Add Securities to Tactical

How to get there: Eclipse > Portfolios > Tactical Tool > Account and Cash Details > right click an account assigned to a Restricted Plan > View Restricted Plan


December 2023

ASTRO: Household Wash Sale Restriction (12/8)

Household Wash Sale Restriction

Orion built the new ASTRO Household Wash Sale feature to allow users to systematically review wash sale rules across all accounts in a Household. This new feature will eliminate the current dependency Advisors have for manually reviewing wash sale warnings from the Eclipse order grid.

The new ASTRO Wash Sale Restriction feature will apply a restriction for a single ASTRO enabled account to all ASTRO enabled accounts in that Household automatically.

A new Household Wash Sale Restriction for a specific ticker/security will remain in place for the following 30 days.


Client Portal: Customize Unmanaged Accounts Title Label (12/4)

Ability to Customize the Unmanaged Accounts Title Label

  • Orion built this to allow advisors the ability to customize the unmanaged account title label in the client portal to better align with how they describe unmanaged accounts to their clients.
  • This provides greater flexibility for advisors to customize their clients experience around unmanaged accounts.

How to get there: Orion Connect > Client Portal > Personal Finances > Unmanaged Section

How to customize: Oron Connect > Client Experience > Settings > Portfolio > Unmanaged Accounts Title


Financial Planning: Employment Income What-If (12/1)

Advisors and investors can now modify their current employment income assumptions, add new employment income sources, and modify the starting and ending years of the employment income from the what-if menu.

This allows advisors and investors to model different hypothetical income scenarios with more nuance and it allows for more specific and precise income, cash flow and goal planning.

Preview of What If Menu

How to get there: Orion Connect > Orion Planning > Retirement Goal > Profile > What if Our Income Changes?


Financial Planning: Beneficiary Designations for Projections (12/4)

Orion Planning Now Uses Beneficiary Designations For Its Projections

  • For married couples, while assets typically pass to the partner/spouse at death, there are situations where the primary beneficiaries could be someone else like children or charities. With this update, Orion Planning will now honor the beneficiary designations and remove assets in the plan that will not pass to the surviving spouse at the first death.
  • This will provide clients with a better analysis when determining if they’ll have enough assets to meet their goals and gain a better understanding of their future estate. 

How to get there: Orion Connect > Orion Planning > Profile > Accounts


Performance: New Sleeved Account Registration Level (12/8)

New Registration Level in RMD Dashboard for Sleeved Accounts

The RMD Dashboard helps advisors stay on track with required distributions throughout the year.

Sleeved accounts should be managed at the registration level for RMD.

There is now a new RMD Dashboard specifically for the registration level to allow firms that sleeve to effectively utilize the RMD Dashboard to help clients stay on track with their required distributions.

Preview of New Sleeve Account Registration Level

How to get there: Orion Connect > RMD Dashboard> All Registrations


Portfolio Interactions: Track RMD and Review Beneficiary Data (12/22)

Track RMD and Review Beneficiary Data in the Portfolio View

  • Track your client's RMD with a new graph and table card.
  • Review Beneficiaries on the fly.
  • Both cards will be added to the Add Card menu and available to add to any view.

How to get there: Orion Connect > Portfolio View > Add Card


Proposal: Improving the User Experience by Reducing Scroll Bars (12/7)

Improving the User Experience by Removing Multiple Scroll Bars

  • In the proposal workflow, there were instances where a second scroll bar would appear within components integrated from other applications like Orion Planning.
  • We have removed the multiple scroll bars to improve the usability.

How to get there: Advisor Portal > Prospects > Create New Proposal > Navigate to Step 3 or Step 3


Trading: Quick Trade and Analyze in Grid Panels (12/8)

Quick Trade and Analyze Added to Grid Panels

Beginning Friday, December 8, 2023, the right side panels on the Portfolios, Accounts and Orders grids will be updated to include Quick Trade and Analyze.

  • Selecting the Quick Trade flyout on the Portfolios, Accounts, or Orders grids, you can easily search for an account or portfolio to trade.
  • Advisors can also import trades via Trade Import included within the Quick Trade flyout.
  • After selecting an account on the Portfolios or Accounts grids, you can choose Analyze to reference Model Tolerance and Model Analysis tools.
Trading_Quick Trade and Analyze in Grid Panels

How to get there: Eclipse > Portfolios > Quick Trade

How to get there: Eclipse > Portfolios > Select an account > Analyze

How to get there: Eclipse > Accounts > Quick Trade

How to get there: Eclipse > Accounts > Select an account > Analyze

How to get there: Eclipse > Trades > Orders > Quick Trade

How to get there: Eclipse > Trades > Select an order > Analyze


Trading: Breaking API Change for Sleeve Transfer (12/15)

Breaking API Change for legacy Sleeve Transfer Tool

  • As part of this change we will decommission the legacy Sleeve Transfer endpoint (included below) on February 2, 2024. https://api.cloud.orionadvisor.com/api/v1/Trading/Sleeve/Accounts/{accountIdOut}/Action/Transfer
  • For API users to interact with the new Sleeve Transfer tool, please review the endpoints below.
  • Create the entity session using EITHER of the following, depending on Registrations, Accounts, Assets. These return an entitySessionId to be used in the following requests:
    • * POST /Portfolio/SleeveTransfer/EntitySession/Registration passing in a list of Registration IDs
    • * POST /Portfolio/SleeveTransfer/EntitySession/Account passing in a list of Account IDs
    • * POST /Portfolio/SleeveTransfer/EntitySession/Asset passing in a list of Asset IDs
  • Load the sleeve transfer records
    • GET /Portfolio/SleeveTransfer/{entitySessionId}
  • Load the corresponding models
    • GET /Portfolio/SleeveTransfer/SleeveModel/{entitySessionId}
  • Change Data
  • Execute the transfer
    • PUT /Portfolio/SleeveTransfer/Action/Transfer/{entitySessionId} passing in the assets that want to be executed in the transfer

For more information regarding Orion Connect endpoints, please click here.


Trading: User Experience Updates in Eclipse (Orion Trading) (12/22)

User Experience Updates in Eclipse

To provide you with a better user experience in Eclipse, we've made the following changes on the platform:

  • Last Trade Date and Last Rebalance Date were added as fields on the Portfolio Details page.
  • For the Set Aside Cash grid on Portfolio and Account Details, we’ve added an ID column and an Export to Excel button so that Set Aside Cash details can be exported to Excel.
  • The Standard View on the Portfolios and Accounts grids was updated to remove Trading Instructions and add Notes and Display Note columns.


November 2023

Client Portal: Schwab Alliance SSO (11/3)

Schwab Alliance SSO

  • Simplify user experience by allowing end-investors to SSO directly into Schwab Alliance from Orion's client portal!

  • Smoothly transition from Orion's client portal to Schwab's end-investor portal with ease.

Screenshot of Schwab Alliance SSO

How to get there: Orion Connect > Client Portal > Charles Schwab Alliance Icon on left-hand panel > click “Launch Schwab Alliance” button > Follow further instructions from Schwab
How to enable: Client Experience app > Settings > Integration > Schwab Alliance SSO > ON


Compliance: New Categories on Orion Compliance Personal Trades (11/10)

New Additional Categories on Orion Compliance Personal Trades

  • Gain more comprehensive oversight over personal trades! 

  • Select more than one Category to import Personal Trades into Orion Compliance from Orion Connect (for example, Employee and Compliance).

How to enable: Orion Connect > Orion Compliance> Personal Trades > Trade Setting > Client Trade Settings


Compliance: Enhanced Electra Transaction View Options (11/3)

Enhanced Electra Transaction View Options

  • View all or limited transaction data from your Electra feed with the flexibility to tailor transaction data viewing preferences:

    • Limited Transactions: Buy and Sell Exchange transactions only

    • All Transactions: Includes all transaction types

  • Filter transactions from your view to enhance the clarity of the transaction data, and streamline operations to gain a clearer understanding of financial activities.

How to get there: Orion Connect > Orion Compliance > Global Settings > Edit Features > Trading


Compliance: Pull in Next-Day Trades (11/3)

Pull In Next Day Trades

  • Bring in client and personal trades the following business day to access more up-to-date data in your compliance workflow resulting in enhanced data accuracy!

How to get there: Orion Connect > Orion Compliance > Personal Trading > Trade Settings > Trade Options


Portfolio Interactions: Deactivation Policies Tool in Manage Users (11/3)

New Deactivation Policies Tool in Manage Users

  • Keep your logins up-to-date and your database secure! Set the number of days since a user’s last login before their login is automatically deactivated or deleted. 

How to get there: Orion Connect > Manage Users > Deactivation Policies
How to enable: Orion Connect > Manage Users > Advisors > Edit Role > enable "Deactivation Policy" privilege > Save.
Knowledge Article: Manage Users App Overview


Reporting: Streamline Prep for Client Meetings With Report Packages (11/3)

Streamline Preparation for Client Meetings with Report Packages

  • This feature runs and compiles multiple reports into a unified package (PDF) with a single cover page and table of contents.

  • Decrease your prep time for client meetings with a few clicks from one screen instead of running multiple individual reports.

  • Build and save Report Packages for different types of clients and run them on demand.

The new Report Packages functionality provides a fast and easy way to run multiple reports for a single client as one unified PDF. You can even create and save Report Packages ahead of time for different types of clients and run them on demand!
All users that currently have Report Builder (RB3) editing rights will see a new Report Packages button in the Reporting app next to the “Create Report” button.
Users who do not currently have RB3 editing rights and Rep-level users will need the following Manage Users privilege enabled for them or their role to utilize Report Packages.

How to enable: Manage Users > Privileges > Apps > Reporting > Report Packages 
How to get there: Orion Connect > Reporting > Reports > Create Report Package (new button next to Create Report)
Knowledge Article: Report Packages - Generate Multiple Reports for a Client as One PDF


Trading: Eclipse Account Details and Portfolio Details Pages Update (11/13)

Eclipse Account Details and Portfolio Details Pages Updating to Popup Windows

To better align with Orion Connect and provide a more consistent user experience, we are updating the Account Details and Portfolio Details pages in Eclipse to display in popup windows. 

As part of this change, the Account Details search in the left navigation menu of Eclipse will be removed. The “Looking for something” entry field in the header will remain as the universal search field in Eclipse.

The Account Details popup will be enabled in Eclipse beginning 11/13; the Portfolio Details page will be upgraded to a popup for all firms over the next few weeks.

How to get there: Eclipse > Accounts > Right-click an account > Select View or Edit Details


Trading: Eclipse Money Market Only Rebalance (11/3)

Eclipse Money Market Only Rebalance

  • Run a money market-only rebalance to balance money market positions without requiring a full rebalance.

  • This is a great option to use after creating non-rebalance trades, such as trade to target, to ensure money market holdings are on target post-trade. 

  • The logic simply looks at free cash vs. money market cash and creates the necessary trades to bring money market holding(s) to target. 

How to get there: Eclipse > Trade Tools > Rebalancer > Rebalance Type = Money Market Rebalance 


Trading: Manually Trade/Edit Money Market Holdings in Tactical Tool (11/3)

Manually Trade and Edit Money Market Holdings in the Tactical Tool

  • Manually create, edit, and delete money market trades within the tactical tool so that money market trades function just like any other mutual fund. 

How to get there: Eclipse > Trade Tools > Tactical Tool


October 2023

Billing: Simplify Fee Collection for Goldman Sachs (10/6)

Simplify Management Fee Collection with New Goldman Sachs Fee File Format

  • This new fee file simplifies collecting management fees for Goldman Sachs!  

  • Please reach out to the SME Billing team with your GS Advisor House Number if this is applicable to your database.


Client Portal: Aggregate Fidelity Accounts Through Akoya (10/13)

Account Aggregation for Fidelity Accounts Now Available through Akoya

  • Easily bring in data aggregated and balance only Fidelity accounts into the Orion Client Portal via Akoya.

  • You and your clients can clearly see their fully reconciled or balance-only Fidelity Access accounts within the Orion Client Portal.

  • This integration with Akoya empowers you to effortlessly consolidate, report on and analyze your client’s complete financial picture.

 How to get thereClient Portal/Orion Planning > “+ Add Account” > Log in to Fidelity Access

Knowledge Article: How to Link Akoya Accounts to Orion


Compliance: Orion Compliance Multi-Tenants (10/27)

Orion Compliance Multi-Tenants 

  • Improve efficiency and effectiveness by centralizing all portfolio data into one Orion instance and customizing the experience for different RIAs and offices associated with your firm.

  • Centralization streamlines data management and ensures consistency, making it easier to adhere to compliance and supervision rules specific to each RIA/office.

  • Enjoy a complete end-to-end workflow that includes dynamic calculations for key metrics like ADV and AUM, and comprehensive on-demand reporting. 

How to get there: Orion Connect > Orion Compliance > Client Portal > ADV Overview
How to enable: Review your Orion Advantage Stacks package and reach out to Sales for further information. 


Data Reconciliation: Bring Accounts Into Orion Through Akoya (10/6)

New Akoya Held Away Data Feed

  • Use Akoya’s API-based feed to bring your held-away Fidelity and TransAmerica accounts into Orion Connect or Orion Planning! 

  • Employ balance-only aggregation to bring accounts into the Client Portal via Akoya.

  • Link the accounts to become reconcilable and enable performance analysis, report generation, and billing on the accounts!

How to Enable for Financial Planning: Contact SME Financial Planning
How to Enable for Reconciliation: Contact SME Data Reconciliation
Knowledge Articles: Akoya FAQs & How to Link Akoya Accounts to Orion


Reporting: Mark Accounts SMA En Masse (10/6)

Mark Accounts as SMA En Masse with the Separately Managed Custom Import

  • Easily mark accounts as Separately Managed Accounts (SMAs) and create, update, and assign SMA Assets en masse. Separately Managed Accounts enable you to combine certain assets in an account and make it reflect as one asset in client reports and the client portal. 

Note: The Firm Profile database entity option “Allow Separately Managed Accounts (SMA)” must be enabled for your database. Please reach out to the SME Reporting team if you need to have this turned on for your database. 

  • Advisor-level users can create custom products and add new assets to accounts. 

  • Representative-level users can only use an asset that already exists in an account as the SMA Asset.

How to get there: Orion Connect > Custom Imports > Separately Managed
Manage Users Privilege: Orion Connect > Manage Users > Edit Role > Privileges > Records > Separately Managed Account
Knowledge Articles: How-To and Overview: SMA Products and Assets & How-To and Overview: Custom Imports


Trading: Money Market Trading in Eclipse (10/26)

Money Market Trading in Eclipse

  • Orion's revolutionary trading platform now offers automated money market securities allocation. Set up and manage value-added interest rate exposure opportunities for their clients’ accounts, via money market fund (MMF) holdings at the click of a button, without the hassle of manual trading.

  • The rebalancer automatically creates trade orders to buy or sell custodian-specific MMFs to a specified percentage of an investor’s overall portfolio cash allocation. 

How to get there: Eclipse > Administrator > Preferences > Custodians > Money Market Trading
Knowledge Article: How-To and Overview: Money Market Trading in Orion Trading (Eclipse)


September 2023

Billing: More Visibility for Reps in Payout Dashboard (9/8)

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 Estate Planning Beneficiaries (9/15)

Add Trusts as Beneficiaries for Estate Planning

  • 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


Reporting: Send Query Results to an SFTP (9/22)

Send One-Off Query Results to an SFTP

  • 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.

Preview of Sending Query Results to an SFTP

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: New Features for Rep-Level Users (9/8)

Rep Level Users have Access to More Features in Orion Risk Intelligence

  • 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


Trading: Model Tolerance Tool Enhancements (9/1)

Model Tolerance Tool Enhancements

  • 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

Recording of Model Tolerance Tool Enhancements

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


August 2023

Client Portal Mobile App: Auto Text Input for 2FA (8/4)

Automatic Text Input for 2-Factor Authentication

  • Easily enter an SMS code with just one click! Instead of typing each individual digit, having 2-factor authentication enabled allows you to quickly enter the code. 

  • Choose to receive a code to be sent via SMS or email when 2-factor authentication is enabled on your mobile device. 

Screenshot of Automatic Text Input Update


Mobile App: Enhanced Financial Goal Chart Colors (8/11)

Enhanced Financial Goal Chart Colors

  • Have more visual clarity when looking at funded and unfunded goals on the financial goal chart.

Screenshot of Enhanced Financial Goal Chart Colors

How to get there: Orion Mobile App > Planning > Goals 


Portfolio Interactions: Navigation Enhancements in Portfolio View (8/11)

New Navigation Enhancements in the Portfolio View

  • 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.

Preview of Navigation Enhancements in the Portfolio View

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


Reporting: 2 New Sub-Reports for Projected Income (8/4)

Not 1, but 2 new Sub-Reports to visually represent Projected Income!

  • 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.

Screenshot of New Sub-Reports for Projected Income

Please note: You must have access to edit or create reports to use these sub-reports. Please reach out to your firm's Manage User admin for information on user roles and privileges. 

How to get there:  Orion Connect > Reporting > Reports > Click on the name of a report to edit it OR click on New Report to create a new custom report. In the right sidebar, click on the Sub-Reports tab (A), expand the Standard section > then (B) drag either sub-report onto your custom report to add it: Projected Income Bar Chart OR Fixed Income and Redemption Bar Chart

Learn how Projected Income is calculated in the Knowledge Article: Projected Income and Redemption Sub-Report Overview


Trading: Updates to Right-Click Menu in Orders Grids (8/24)

Updates to the Right-Click Menu Options in the Orders Grids (Eclipse)

  • Enjoy faster clicks to process trades more efficiently. The same buttons still exist in the right-click menu for the Orders Grids, they've just been rearranged to help optimize your workflow.

Screenshot of Right-Click Menu Options Update

How to get there: Eclipse> Orders> Right-Click Order(s) 


Trading: Faster Trade Order Processing in Orion Trading (8/11)

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

  • 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


Trading: Custom Imports for Quick Portfolio Updates in Orion Trading (8/4)

Quickly Update Portfolio Details via Custom Imports in Orion Trading (Eclipse)

  • Update portfolio detail settings en masse using Custom Imports in Eclipse.

  • Use the Portfolio Details template to update the portfolio name, model assignment, primary team, team assignment, tags, trading instructions, and auto-rebalance cycle.

How to get there: Eclipse > Custom Imports > Portfolio Details
Knowledge Article: How-To and Overview: Custom Imports in Orion Trading (Eclipse)


July 2023

Client Experience: Account Sidebar Enhancements in Client Portal (7/14)

Account Sidebar Enhancements in the Client Portal 

  • Elevate your client experience with a sleek new design of the account sidebar in the Client Portal.
  • Provide clarity with increased character limits on account names.
  • Streamline your view by expanding or collapsing accounts and groupings.
Screenshot of Account Sidebar Enhancements

How to get there: Client Portal > Personal Finances > Left sidebar of accounts


Data Reconciliation: Exclude Import Errors En Masse (7/14)

Exclude Custom Import Errors En Masse

  • Whether you’re utilizing a Multi Database or a Single import, exclude your import errors en masse. Say goodbye to excluding individual error rows one by one!

  • Prioritize your import needs and streamline error management. Proceed with applying your pertinent information by excluding the errors to review at a later time.

  • Enhanced flexibility! Excluding errors in bulk allows you to allocate dedicated time to review and resolve the errors at a later time allowing a more thorough analysis and resolution while prohibiting delays for the remaining information on the import.

How to get there: Orion Connect > Custom Imports
Knowledge Articles:
How-To and Overview: Multi Database Custom Imports
How-To and Overview: Custom Imports


Reporting: Set a Default Cover Page for Custom Reports (7/14)

Set a Default Cover Page for all your Custom Reports

  • Setting a cover page as the default for your database ensures all new custom reports automatically use it as their cover page.

  • When a report from another database is shared with you and it's set to use the default Cover Page, it will now use the default Cover Page from your database.

  • Set separate default Cover Pages for Portrait and Landscape layout reports. When a new report is created, it will automatically choose the default cover page that matches its layout. 

Screenshot of Default Cover Page

How to Get There: Reporting App > Cover Pages. Select Edit on an existing custom cover page, or click on: New Cover Page. In the right sidebar, make sure you are in the General tab (1) and click on the checkbox next to Default Cover Page (2). Save your cover page: Actions > Save


Trading: View Import Errors and Warnings for Orion Trading (7/28)

View Errors and Warnings for Orion Trading (Eclipse) Custom Imports

  • Enhance the user experience by eliminating the need to switch between columns to view your import errors or warnings. Simply hover over the cell to view your import errors and warnings!
  • The red circle or yellow triangle provides instant feedback by indicating problematic imports without the need for additional clicks or actions.
Screenshot of Trading Errors

How to get there: Eclipse > Custom Imports > Upload spreadsheet > View data
Knowledge Article: How-To and Overview: Custom Imports in Orion Trading (Eclipse) ​​​​


Trading: YTD Realized Gain/Loss Added to Portfolios Grid (7/21)

New YTD Realized Gain/Loss Column Added to Portfolios Grid

  • Use the new “YTD gain/loss” column in the All Portfolios grid in Eclipse to know where you stand with realized gain/loss values across all your portfolios. This value is also shown within Portfolio Details. 

Screenshot of Gain Loss Column

How to get there: Eclipse > Portfolios > All Portfolios > Columns > YTD Realized Gain/Loss
Knowledge Article: How-To Make Custom Grid Views in Orion Trading (Eclipse) 


Trading: Process Sleeve Changes with Pending Management Fee (7/21)

Sleeve Setup: Allow Sleeve Changes to be Processed with a Pending Management Fee

  • On July 21st, logic for processing sleeves will be updated to allow sleeve changes when an account has a pending Management Fee. 

  • Other pending transactions (ex. pending buy, pending sell, etc.) will still prevent sleeve changes from being processed, but you will be able to process sleeves with a pending Management to give you more flexibility.

How to Get There: Orion Connect > Portfolio Audit > Registrations > Sleeve Setup
Knowledge Article: Sleeves (UMAs or Unified Managed Accounts)- Overview and FAQ


Trading: Update Set Aside Cash En Masse (7/14)

Quickly Update Set Aside Cash En Masse

  • Use the Set Aside Cash – Update import to efficiently update active and non-expired Set Aside Cash at scale.

  • The Set Aside Cash record needs to be active, not expired, and match the account ID or number provided. 

Preview of Set Aside Cash En Masse

How to get there: Eclipse > Custom Imports > Set Aside Cash - Update template
Knowledge Article: How-To and Overview: Custom Imports in Orion Trading (Eclipse)