Preparing for retirement can be a nerve-wracking experience during the best of times. Add in some market volatility and a years-long pandemic, and the stress just mounts. This campaign provides advisors with the messaging to show clients that their financial plan is the best defense against undesirable outcomes as a result of volatility. After all, strong financial plans are not contingent upon good markets.
Orion Planning’s client list has been updated so you now have an option to filter your plans between clients and prospects. The design of the list has also been updated so the names of your clients are easier to read. Both of these updates are based on feedback from our users and we expect to make more enhancements to the client list in the future!
With this update, advisors will now have the ability to select a specific performance calculation method to use in the client portal (TWR, IRR, or Simple).
The ability to run ad hoc RB3 reports by portfolio groups will now be an available option in the Client Portal.
User feedback showed that our users preferred the model tolerance graph in our legacy app Household Overview to the one we have in Portfolio Audit. We have added an updated version of the model tolerance graph to the Portfolio View to review tolerance ranges and models in/out of tolerance.
We have made a few adjustments to the target comparison detail card in the Portfolio View. You are now able to easily identify assets excluded from rebalance in the grid as they will be italicized. We have also added ‘Upper Tolerance’ and ‘Lower Tolerance’ as columns in the grid. These can be toggled on from the ‘Columns’ portion of this card.
We have created the ability to remove (or add back in) the Orion household, registration, and account IDs from the investment tree in the Portfolio View.
We have added hyperlinks to the transaction types on this card. Clicking the link will take you to the query results for that specific transaction type.
We have added additional columns to the assets grid in Portfolio Audit. Three new columns are available to be added: household, risk category, and model.
Orion provides quick access for clients to their Pershing or Fidelity documents (statements, tax documents, trade confirms, etc) within the Orion Client Portal. After receiving great feedback that advisors and clients did not want the account number appearing in the file name and description, we have masked the number adding additional privacy and security. This does not alter the content within the document.
Recently Orion has been taking steps to ensure that our system is more accessible for all users. Behind the scenes last month we updated our PDF file type for reports to a format that works with assistive reader technologies like Voiceover for Mac, and TalkBack for Android users.
Another change that is coming out with our April build is a visual update to our Donut and Pie Charts. In the April release we are implementing white divider lines to help users more easily distinguish between sections on these charts.
We have added a new grouping for household members as well as a corresponding data tag.
We have added the following data tags:
- Margin Value
- Plan Name
- Plan Number
We have added the ability to set up multiple schedules for a query within the Query Builder.
Currently, on the account editor you can go to Account A and set it to pay for Account B. Then you can set Account B to pay for Account A. This development will no longer allow circular reference where two accounts pay for each other’s fee.
This enhancement enables you to delete any user-created or manually created adjustment types that have not been used in a bill.
You will now be able to take an existing fee schedule or payout rate, make a copy, edit changes, and then save it as a new fee schedule or payout rate.
When you creates a final bill for an account, then the account is no longer aggregated with other accounts for renewal bills.
This update allows you to delete ‘Asset Level Fee Schedule’ through the custom imports with this template ‘Delete Asset Level Fee Schedule.’
You can now create ‘Fee Schedules’ through the custom imports with this template ‘Fee Schedule Add.’
This enhancement enables you to update all billing fields for any given active account through the custom imports.
The PNC Bank and Sunguard data feeds now have the option to break out the principal and income cash balances. This is done by allocating the income cash balance to a new cash asset in the account. You can have this enabled by submitting a request to firstname.lastname@example.org
Alternative Investment Platform (AIP) users that utilize the AIP Transaction and the AIP Asset custom imports will now have the ability to undo both import types. Undoing a previously applied import will remove the data created by that import from the system.