Category: Release Notes

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.

03
May

May 2018 Software Update Highlights

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 May 2018 Software Update Highlights appeared first on Orion Advisor Services.

02
May

Integration Update: CRM Simplified with Orion + Salesforce Enhancements

We’ve updated our integration so you can now use Orion Connect in Salesforce Lightning. This update brings new enhancements including the ability to use Orion’s Insight app in your Salesforce account.

The post Integration Update: CRM Simplified with Orion + Salesforce Enhancements appeared first on Orion Advisor Services.

20
Apr

Coming Soon: Our Enhanced Bill Pay Feature

Today’s article highlights one of our exciting May Software Updates: An enhanced Bill Pay feature.

The post Coming Soon: Our Enhanced Bill Pay Feature appeared first on Orion Advisor Services.

04
Apr

How Orion’s Compass App Solves Common Compliance Problems

Setting up and testing policies and procedures are some of the most common compliance problems advisory firms face. Learn how the Compass app can help solve these issues in today’s article.

The post How Orion’s Compass App Solves Common Compliance Problems appeared first on Orion Advisor Services.

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.

The post Integration Now Available With iCapital Network appeared first on Orion Advisor Services.

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.