Category: Release Notes

14
May

May 2019 Software Update: Full Release Notes

In today’s post, we’re serving up the full details around Orion’s May 2019 Full Software Release.

The post May 2019 Software Update: Full Release Notes appeared first on Orion Advisor Services.

10
May

May 2019 Software Update Highlights

See how you can easily monitor employee trade activity and help clients value their businesses with the new Orion February 2019 Software Update.

The post May 2019 Software Update Highlights appeared first on Orion Advisor Services.

21
Feb

February 2019 Software Update: Full Release Notes

In today’s post, we’re serving up the full details around Orion’s February 2019 Full Software Release.

The post February 2019 Software Update: Full Release Notes appeared first on Orion Advisor Services.

15
Feb

February 2019 Software Update Highlights

See how you can easily monitor employee trade activity and help clients value their businesses with the new Orion February 2019 Software Update.

The post February 2019 Software Update Highlights appeared first on Orion Advisor Services.

08
Nov

November 2018 Software Update: Full Release Notes

In today’s post, we’re serving up the full details around Orion’s November 2018 Full Software Release.

The post November 2018 Software Update: Full Release Notes appeared first on Orion Advisor Services.

01
Nov

November 2018 Software Update Highlights

Find out what’s in store for Orion November 2018 Software Update. The highlights of our latest platform enhancements include our next-gen Report Builder, a new Support app, an integration with Schwab, and more app updates throughout Orion Connect.

The post November 2018 Software Update Highlights appeared first on Orion Advisor Services.

01
Nov

November 2018 Software Update Highlights

Find out what’s in store for Orion November 2018 Software Update. The highlights of our latest platform enhancements include our next-gen Report Builder, a new Support app, an integration with Schwab, and more app updates throughout Orion Connect.

The post November 2018 Software Update Highlights appeared first on Orion Advisor Services.

24
Aug

August 2018 Software Update: Full Release Notes

In today’s post, we’re serving up the full details around Orion’s August 2018 Full Software Release.

The post August 2018 Software Update: Full Release Notes appeared first on Orion Advisor Services.

16
Aug

August 2018 Software Update Highlights

As part of the Orion August 2018 Software Update, we’re bringing you more of what you love. More compliance features, more billing capabilities, and more ways to utilize Orion Connect. Check out this sneak peek of the major changes coming your way.

The post August 2018 Software Update Highlights appeared first on Orion Advisor Services.

17
May

May 2018 Software Update: Full Release Notes

We’ve got new reports, integration announcements, and enhancements to bring the client portal and mobile app closer together. It’s all in today’s full Release Notes blog.

The post May 2018 Software Update: Full Release Notes appeared first on Orion Advisor Services.