THE BLOG

10
Oct

November 2017 Software Release Highlights

orion software update november

November is always one of my favorite months, and not just because Thanksgiving is on its way. This November marks the release of another Orion Software Update, and this year’s update is looking like one of our most exciting rounds of enhancements yet. Read on to discover all the biggest and best news from our upcoming release. PORTFOLIO INTERACTIONS HIDING EMPLOYEE HOUSEHOLDS We are providing the ability to hide Employee type households from your users.  To denote these types of Households in Orion Connect, navigate to the Household Editor > Category field, and assign the the category of “Employee”. There will be a new privilege called “Employee Households” within the Manage Users app > Roles. Simply uncheck this privilege within your Roles and those users assigned to the Role will no longer have access to view the Households assigned to the Category of “Employee” within Orion Connect. It’s about time, right?! REP PORTAL We’ve added a new database option to make the Rep Portal the default app for your Rep level users!  Within the Firm Profile app, navigate to the Options Information menu.  Search for the option “Use Rep Portal as Landing for Reps” and check the box! PORTFOLIO AUDIT...

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05
Oct

Stay on Top of Regulatory Changes with Our Archive Tool

Today we’re discussing SEC regulatory changes, previewing our Technology Release Update webinar, and providing a quick tech tip.

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04
Oct

Updates to the Orion Integration with Riskalyze – Just in Time for FI Summit 2017

Orion has integrated with Riskalyze for a number of years now, and we’re excited to see them launch their user conference, the Fearless Investing Summit, this week. If you’re at the FI Summit, make sure to catch our team in the exhibit hall. We’re right by the front door! We also want to take this opportunity to highlight the expanded Orion integration with Riskalyze. We now provide the Riskalyze Risk Number for a household, account, and even individual assets. With this change, Orion clients can now review the suitability and risk components that make up the full portfolio. Reviewing suitability and risk components goes even farther than a full portfolio review, though. You can even compare suitability and risk information to the Model you have assigned to that client. Orion shows three key numbers now: Your Questionnaire, Your Portfolio, and Your Model. In the screenshot below, you can see how these will display within Orion Connect. The enhanced Riskalyze integration is now available in Insight and the Client Portal. Have some questions? Please contact the Orion Integration Support team through Orion Social.    0360-OAS-10/4/2017

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03
Oct

Regulatory Changes For Advisors That Are More Exciting Than The New Game of Thrones Season

Regulatory changes for advisors became effective on October 1st. Review today’s blog to make sure your team is prepared.

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