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.
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
3055-OAT-11/8/2023
Immediately send query results to an FTP or SFTP after running the query!
Please Note: FTPs (File Transfer Protocol) and SFTPs (Secure File Transfer Protocol) are remote systems that you can transfer files to. To send results to an FTP or SFTP when running queries, you must provide Orion with the necessary information to establish the connection.
If you do not currently have an FTP or SFTP setup, you must work with an IT professional or your firm’s IT team to set one up.
How to enable: Manage Users > Actions > Query - FTP Results
How to get there: Orion Connect > Query app > right-click on a query > Run Query > Select SFTP as the Destination for the query’s results.
Knowledge Article: How to Export a Query to a FTP or SFTP
2613-OAT-9/20/2023
Quickly access important data points directly in the Model Tolerance Tool in the Orders grid of Eclipse.
Use Pending Values: Model Tolerance chart shows pending (post-trade) values
Use Current Values: Model Tolerance chart shows current (pre-trade) values
Set Aside Cash Target: Target set aside cash amount
How to get there: Eclipse > Trades > Orders > select an order > right side flyout > Model Tolerance
2404-OAT-8/30/2023
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.
2116-OAT-8/2/2023
Have more visual clarity when looking at funded and unfunded goals on the financial goal chart.
How to get there: Orion Mobile App > Planning > Goals
2189-OAT-8/9/2023
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.
How to get there: Orion Connect > Portfolio View
Knowledge Article: How-To and Overview: Portfolio View
2189-OAT-8/9/2023
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.
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
2116-OAT-8/2/2023
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.
How to get there: Eclipse> Orders> Right-Click Order(s)
2336-OAT-8/23/2023
How to get there: Client Portal > Personal Finances > Left sidebar of accounts
1870-OAT-7/13/2023
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
1870-OAT-7/13/2023
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.
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
1870-OAT-7/13/2023
How to get there: Eclipse > Custom Imports > Upload spreadsheet > View data
Knowledge Article: How-To and Overview: Custom Imports in Orion Trading (Eclipse)
2008-OAT-7/26/2023
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.
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)
1935-OAT-7/19/2023
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.
How to get there: Eclipse > Custom Imports > Set Aside Cash - Update template
Knowledge Article: How-To and Overview: Custom Imports in Orion Trading (Eclipse)
1870-OAT-7/13/2023
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.
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)
1685-OAT-6/21/2023
Enhance your data visualization! Pie, donut, and bar charts give users more versatile visual tools when reviewing client data.
Different types of charts offer unique perspectives and highlight specific aspects of the portfolio, making it easy to interpret and analyze information.
How to Leverage:
Pie charts are excellent for illustrating the composition of a portfolio by displaying the percentage breakdown of various asset classes.
Donut charts provide additional information, such as comparing two different time periods or comparing the client's portfolio with a benchmark index.
Bar charts allow for easy comparisons and rankings. Quickly identify the best-performing and worst-performing sectors, allowing you to make informed decisions about rebalancing the portfolio, adjusting sector allocations, or discussing potential changes with the client.
How to get there: Orion Connect > Portfolio View > 3 dot menu > Settings > General > Chart Configuration > Chart Type
Knowledge Article: How-To and Overview: Portfolio View
1625-OAT-6/14/2023
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
1488-OAT-5/31/2023
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:
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
1625-OAT-6/14/2023
How to get there: Eclipse > Click your username in the top right corner > Theme > Light/Dark
3269-OAT-12/8/2023
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
1424-OAT-5/24/2023
Easily search for specific time periods when reviewing transactions in the Client Portal.
Quickly find transactions for accounts under the Personal Finances page.
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
1239-OAT-5/3/2023
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
1424-OAT-5/24/2023
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.
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
1024-OAT-4/12/2023
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.
How to get there: Orion Connect > Eclipse > Administration > Custodian > View Fidelity Custodians
1024-OAT-4/12/2023
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
1024-OAT-4/12/2023
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.
Tip: View portfolios that have substitutions at the model level.
How to get there: Orion Connect > Eclipse > Portfolios > All Portfolios > Columns > Has Substitute
1024-OAT-4/12/2023
