Category: Release Notes

22
Feb

Integration Now Available With iCapital Network

Orion is now integrated with iCapital Network, a financial technology platform, to provide RIAs with easy Single-Sign On access.

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21
Feb

How To Use Sleeve Strategy Model Equivalents

The Orion February 2018 Software Update includes numerous trading improvements, including sleee strategy model equivalents, tactical trading updates, and restrictive plan support.

The post How To Use Sleeve Strategy Model Equivalents appeared first on Orion Advisor Services.

15
Feb

Highlights from the Orion February 2018 Software Update

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.

The post Highlights from the Orion February 2018 Software Update appeared first on Orion Advisor Services.

05
Dec

How the Orion Integrations Center Makes Integration Simple

orion integrations center

You can find all things integrations in the new Orion Integrations Center app. Learn more about integrations, watch tutorials, and more.

The post How the Orion Integrations Center Makes Integration Simple appeared first on Orion Advisor Services.

10
Nov

Orion Software Update November 2017 – Full Release Notes

The Orion Software Update November 2017 – Full Release Notes are here, just in time for our software update on November 11.

The post Orion Software Update November 2017 – Full Release Notes appeared first on Orion Advisor Services.

07
Nov

November Software Update: Reporting and Trading Updates

November trading updates

Coming soon, we’ve got new November trading updates and also Reporting enhancements to create an ever better Orion experience.

The post November Software Update: Reporting and Trading Updates appeared first on Orion Advisor Services.

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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16
Aug

Orion August 2017 Software Update Full Release Notes

Today's post features all the updates and enhancements you can expect in the Orion August 2017 Software Update coming out this weekend.

The post Orion August 2017 Software Update Full Release Notes appeared first on Orion Advisor Services.

01
Aug

August 2017 Software Update Highlights

Orion Advisor August 2017 Software Update Highlights

All the August 2017 software update highlights you want and need are in today's post. Read on for trading updates, billing changes, and more.

The post August 2017 Software Update Highlights appeared first on Orion Advisor Services.

27
Jun

Simplify ADV Reporting, View Moody’s Ratings, and More with These New Software Updates

Explore features from our May software update that will streamline your performance. Learn how to simplify ADV reporting, view Moody's ratings and more.

The post Simplify ADV Reporting, View Moody’s Ratings, and More with These New Software Updates appeared first on Orion Advisor Services.