Orion is now integrated with iCapital Network, a financial technology platform, to provide RIAs with easy Single-Sign On access.
In today’s article, we’ve rounded up all the most important highlights from our upcoming February 2018 software update so you can be prepared to use these new enhancements in your firm.
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You can find all things integrations in the new Orion Integrations Center app. Learn more about integrations, watch tutorials, and more.
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The Orion Software Update November 2017 – Full Release Notes are here, just in time for our software update on November 11.
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Coming soon, we’ve got new November trading updates and also Reporting enhancements to create an ever better Orion experience.
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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...
Today's post features all the updates and enhancements you can expect in the Orion August 2017 Software Update coming out this weekend.
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Explore features from our May software update that will streamline your performance. Learn how to simplify ADV reporting, view Moody's ratings and more.
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