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)


June 2023

Billing: Complete Audits Faster with New Billing Query (6/23)

Complete an Audit Faster with a New Billing Query

  • Easily view fee schedule assignments, accounts paying for other account relationships, and asset-level billing all in the same query!

  • Use this query to ensure accuracy when auditing billing assignments to prep for quarter end, during the billing onboarding process, or after you make fee schedule or account pays for updates.  

How to get there: Orion Connect> Query> Query ID # 35453 – Pays By and Assignment Type
Knowledge Article: Most Useful Queries by Team


Client Portal: Customize Advisor Contact Information (6/23)

Customize Your Advisor Contact Information

  • Customize client communication! Better accommodate your client’s communication preferences at various levels and align the desired level of accessibility for different client groups.

  • Streamline client engagements! Use the new custom URLs and text fields to provide clients easy access to relevant resources and information, such as a calendar link, to create seamless communication and stronger client relationships.

  • Display additional representative information and improve team collaboration by customizing the title, email, and phone number of ‘Additional Reps’ to personalize service and communication.

Preview of Customized Advisor Contact Information

How to get there - Client View: Client Portal > Contact My Advisor (upper right corner)
How to enable: Orion Connect > Client Experience > Settings > Advisor > Show Advisor Info
Knowledge Article: Orion Client Portal Settings in the Client Experience App (Advisor Settings section) 


Portfolio Interactions: New Chart Options in Portfolio View (6/16)

Choose Additional Chart Options in Portfolio View

  • Enhance your data visualization! Pie, donut, and bar charts give users more versatile visual tools when reviewing client data. 

  • Different types of charts offer unique perspectives and highlight specific aspects of the portfolio, making it easy to interpret and analyze information

How to Leverage: 

Pie charts are excellent for illustrating the composition of a portfolio by displaying the percentage breakdown of various asset classes.

Asset Category Allocation Pie Chart

Donut charts provide additional information, such as comparing two different time periods or comparing the client's portfolio with a benchmark index.

Asset Category Allocation Donut

Bar charts allow for easy comparisons and rankings. Quickly identify the best-performing and worst-performing sectors, allowing you to make informed decisions about rebalancing the portfolio, adjusting sector allocations, or discussing potential changes with the client.

Asset Category Allocation Bar

How to get there: Orion Connect > Portfolio View > 3 dot menu > Settings > General > Chart Configuration > Chart Type

Knowledge Article: How-To and Overview: Portfolio View


Portfolio Interactions: Intuitive Browsing with Application Dock (6/2)

Discover the Joy of Intuitive Browsing Using the Revamped Application Dock

  • Seamlessly navigate the Orion Connect system with the app dock on the left sidebar.

  • Set your favorite apps and quickly locate and switch apps using the search bar from anywhere in the system.

Watch this 2-minute overview video for a quick tour of the app dock and its features.

Knowledge Article: How to Customize the App Dock in Orion Connect


Reporting: Set Custom Report Themes as Default Theme Option (6/16)

Ensure Your Custom Report Theme Appears Automatically on All Reports with the New Default Theme Option

  • Apply your current database's custom theme to a report created in a different database.

  • Share reports between databases without having to deal with theming access and rules.

  • With the Default Theme set, you no longer need to manually add your branding to a standard report because it will be applied automatically.

How to Get There:
Setting a Report Theme as the Default Theme for the Database:

  • Reporting app > Report Themes
  • Create a new report theme, or click edit on an existing theme
  • Expand the General Tab (1) in the right sidebar and click Default Theme (2)
  • Actions > Save or Save and Close
Preview of Custom Report Theme

Choosing the Default Theme option in your custom report: Orion Connect > Reporting app > Create Report (or click Edit on an existing report) > Right Sidebar > General tab > Use Default


Trading: Light Mode in Orion Trading (6/16)

Try the New Light Mode Experience in Eclipse

  • Have it your way! Orion Trading (Eclipse) now has both light and dark modes. The dark mode is the system default.

Light Mode

Preview of Orion Trading Light Mode

Dark Mode

Preview of Orion Trading Dark Mode


How to get there: ​​​​​​Eclipse > Click your username in the top right corner > Theme > Light/Dark 


Trading: Delete Set Aside Cash En Masse (6/9)

Quickly Delete Set Aside Cash En Masse

  • Use the Set Aside Cash - Delete import to efficiently remove Set Aside Cash at scale.

How to get there: Eclipse> Custom Imports>  Import Templates
How to enable: Eclipse> Manage Users> Roles> Edit Role> Scroll to bottom for Custom Imports Section> Check "Advisor" or "Administrator"

Knowledge Article: How-To and Overview: Custom Imports in Orion Trading (Eclipse)


May 2023

Client Portal: Easily View/Report on Unassigned Account Groups (5/26)

Report on and View Unassigned Groups of Accounts More Easily

  • Easily view Unassigned accounts within Orion Planning/Client Portal when Portfolio Groups are selected as the way accounts are displayed under Personal Finances.

  • Run a report on accounts that are unassigned to a specific Portfolio Group.

How to get there, view Unassigned accounts: Orion Connect > Orion Planning > Personal Finances > Select “Unassigned” (Under Investment when Portfolio Groups are turned on) How to get there, Portfolio Group setting: Orion Connect > Client Experience > Portfolio > Managed Account Grouping, Portfolio Groups

Knowledge Article: How to use Portfolio Groups to Organize your Accounts


Client Portal: Find Transactions With Transaction Date Picker (5/5)

Easily Find Specific Transactions with the new Transaction Date Picker

  • Easily search for specific time periods when reviewing transactions in the Client Portal.

  • Quickly find transactions for accounts under the Personal Finances page.

Preview of Transaction Date Picker

How to get there: Orion Connect > Client Portal > Personal Finances > Select an Account > Transactions Tab > Date Picker, Custom Range

Knowledge Article: Client Portal Mobile App Overview


Financial Planning: Give Clients a More Tailored PLD Experience (5/26)

Provide Your Clients an Even More Tailored Protect, Live, Dream Experience

  • Clients can enjoy new advanced customization and personalization options, allowing them to strengthen the connection between the mental and emotional accounting of their assets and financial goals. The highlights of this enhancement include:

  • Ability to customize the number of buckets (between 2-4), and the names and descriptions of the buckets on the PLD results page. This empowers clients to organize their assets to best suit their financial goals and enhances their sense of ownership and understanding by using labels that align with their specific investment strategy or personal preferences.

  • Option to personalize the summary headline and supporting text on the results page. This creates a more meaningful and engaging experience by enabling clients to add context and descriptions that resonate with their unique financial situation.

  • Advanced drag-and-drop functionality that provides a seamless and interactive way for clients to manage and organize their portfolios. 

How to get there: Orion Connect > Orion Planning > Goals Results > Protect, Live, Dream > Edit Asset Bucketing
Knowledge Article: Protect, Live, Dream in Orion Planning 


Portfolio Interactions: Improved Registration Update Custom Import (5/12)

Experience Increased Speed and Stability using the Registration Update Custom Import

  • Seamlessly update registrations en masse, including sleeved registrations using the new Registration Update custom import in the current 2.0 version.

  • Streamline your import process with added speed and stability using the upgraded template.

  • Resolve errors quickly and efficiently using the grid's editable fields.

How to get there: Orion Connect > Custom Imports > Import Templates > Registration Update
How to Enable: Manage Users > Roles > Edit Role > Actions > Registration Update


Reporting: Updated Intuitive New Reports Page (5/5)

Quickly Run, Save as Favorites, and Recover Recently Deleted Reports from the Intuitive New Reports Page

Enjoy a cleaner, more modern interface to work with your reports on the Reports page! 

  • Save reports as a Favorite, organize them into categories, and manage who can run or edit reports all from one screen.  

  • With the enhanced search and filter functionality, quickly find reports by name, who created or edited them, and view and recover recently deleted reports.

  • Collapse or expand report versions underneath the original report with the new view more/view less options.

  • Click on a report's name to immediately open it in the Report Builder*

*This functionality is only available for users with access to edit reports.
How to get there: Orion Connect > Reporting > Reports


Trading: More Flexibility With New Role Privileges in Orion Trading (5/5)

Access Greater Flexibility with New Role Privileges in Orion Trading (Eclipse) for Security Sets

  • Enjoy more flexibility with specific role rights for securities and security sets. Security Set access was previously controlled by the Securities privilege. Now, the updated privileges are:

    • Securities: Allows access to the Securities Sets Tab under administration to read, create, edit, and delete securities.

    • Securities Sets: Allows access to the Security Sets Tab under strategies to read, create, edit, and delete security sets.

  • In the process, we mapped existing privileges from Securities to the new Security Sets privilege.

How to get there: Orion Connect > Eclipse > Manage Users > Roles > Add or Edit a role > Model > Security Sets
Knowledge Article: How to Set Up Roles in the Orion Trading Platform


Trading: In-Line Edits in Custom Imports in Orion Trading (5/5)

Enjoy In-Line Edits within Custom Imports in Orion Trading (Eclipse)

  • Easily edit data in custom imports without having to re-upload a file!

  • Simply double-check on the cell and fill in the correct data. Once you make a change, the row updates to "Pending Validation".

  • Please Note: Changes are not saved until you validate the data (Actions Menu > Validate Data).

How to get there: Orion Connect > Eclipse > Custom Imports > Upload File with Data > Open File > Double Click on Cell to Edit
Knowledge Article: How-To and Overview: Custom Imports in Orion Trading (Eclipse)


April 2023

Portfolio Interactions: Updated to "Also Reverse Linked Transaction" (4/28)

Enhancements to the "Also Reverse Linked Transaction" Feature

  • Keep your accounts in balance by ensuring offsets are reversed when necessary, even when related transactions don't have the same date or trading expenses aren't the same amount. Example - Your reverse a Buy of a ticker. Checking this box also reverses the associated Sell if the trans link code is used.

  • Ensure accuracy by reversing the correct transaction sets from AIP Activity Type. Example - A capital call with a source of client direct is entered into AIP. If you reverse the Buy transaction in Portfolio Audit, checking this box also reverses the associated Client Contribution and Sell of Cash transactions. 

Please Note: This feature is automatically enabled as default. to remove this feature, reach out to the SME Data Reconciliation team and request to disable the "recon_portfolioaudit_reverseoffets_218408" feature flag.

How to get there: Orion Connect > Portfolio Audit > Choose a Client, Registration, Account, or Asset > Navigate to Transaction Activity > Right-Click on a transaction > Status: Reversed > Check the box "Also Reverse Linked Transaction" > Save

Knowledge Article: How-To: Transaction Reversal and Reversing Linked Transaction Logic


Portfolio Interactions: Transaction Endpoint API Change (4/14)

Transaction Endpoint API Change

  • When making a call to the transactions endpoint without including a Household, Registration, Account, or Asset ID, the pull will draw from the last 31 days.

    • This change will support efficient and fast API responses

    • Example of an API call that will result in 31 days of transactions: /Portfolio/Transactions?assetId=null

  • To return more than 31 days of transaction data via API be sure to include an ID (Household, Registration, Account, or Asset) in the call.

    • Example of an API call that will result in >31 days of transactions: /Portfolio/Transactions/?endDate=12-31-2018&startDate=01-01-2018&clientID=310


Reporting: Help Clients Visualize PLD Goals With New Sub-Report (4/14)

Help Your Client Visualize Their Protect, Live, Dream Planning Goals With New Integrated PDF Sub-Report

  • Connect your client's emotions to tangible, personal goals by adding the new Protect, Live, Dream (PLD) sub-report to your custom reports.  

  • This is a great option for clients not utilizing the client portal because it brings the same Orion Planning information into their report PDFs.

  • Simply drag and drop the “Orion Planning Protect, Live, Dream” sub-report into your custom report after you set up PLD in a client’s financial plan. No additional setup or configuration is needed.

Preview of PLD Subreport

How to get there: Orion Connect > Reporting > Create a New Custom Report > or Edit Existing > Open the Sub-Reports tab in the right sidebar (the icon with three horizontal lines) > Expand the Integrations section > Drag and Drop onto your report: Orion Planning, Protect, Live, Dream
Knowledge Article: Protect, Live, Dream in Orion Planning 


Trading: Set Aside Cash Custom Import Available in Orion Trading (4/21)

Set Aside Cash Custom Import is Now Available in Eclipse

  • Add set aside cash en masse to your accounts in no time! Easily download and complete the set-aside cash import template to validate and apply the data.

  • Need to undo an import? No worries, simply right-click and select Override Data. 

How to get there: Orion Connect > Eclipse > Roles > Enable "Custom Imports" privilege under Data Import & "Administrator" or "Advisor" under Custom Imports > Refresh your page and see Custom Imports in the left-hand navigation menu
Knowledge Article: How-To and Overview: Custom Imports in Orion Trading (Eclipse)


Trading: Equity Block Order Aggregation by Master Account Number (4/14)

Equity Block Order Aggregation by Master Account Number (4/14)

  • Enjoy the best execution experience when orders span across multiple custodial setups. Block orders are now grouped together based on the ticker, master account number, and action taken. 

  • Blocks with the same master account number will use the FIX routing information for the custodial setup with the lowest Custodian ID.

  • Review and Edit Fidelity blocks with ease if your firm uses multiple Fidelity G number accounts.

Preview of Equity Block Order Aggregation

How to get there: Orion Connect > Eclipse > Administration > Custodian > View Fidelity Custodians 


Trading: Open Model Details in New Browser Tab in Orion Trading (4/14)

Open Model Details in a Separate Browser Tab in Orion Trading (Eclipse)

  • Work more efficiently within your models while using a separate tab to reference information from the Portfolios grid. 

How to get there: Orion Connect > Eclipse > Portfolios > All Portfolios > Select a model in the Model column 


Trading: See Portfolios With Model Substitutions on Portfolios Grid (4/14)

Easily Identify Portfolios that have Model Substitutions on the Portfolios Grid

  • Quickly view which portfolios have model substitutions assigned to them in the Portfolios grid for easy troubleshooting.

  • Use Case: A portfolio’s rebalance produces unexpected results compared to other rebalanced portfolios in the same model. Quickly view if the portfolio in question has a model substitution directly in the grid.

Preview of Model Substitutions 1
Preview of Model Substitutions 2

Tip: View portfolios that have substitutions at the model level.

How to get there: Orion Connect > Eclipse > Portfolios > All Portfolios > Columns > Has Substitute