December 2020

Market*r

New Campaign: End of Year Review

Use our new campaign assets to promote investor participation in an annual review to reexamine their financial goals with a qualified financial advisor.

How to get there: Orion Connect > Market*r
New Campaign: Holiday Messaging

Use our new campaign assets to spread cheer to investors by recognizing major holidays through our collection of celebratory emails and social media posts.

How to get there: Orion Connect > Market*r
Single Sign-On From Orion Connect to Market*r

You can now directly access Market*r through Orion Connect via single sign-on, meaning your login experience might look a little different. Now, simply access Orion Market*r by

  1. Logging in to Orion Connect 
  2. Clicking the Market*r tile
  3. Finding you’ve been automatically brought into your instance of Market*r 

Please be sure to share this information with all of the Market*r users within your organization as the previous login methods are now no longer accessible.

How to get there: Orion Connect > Market*r

Client Portal

Performance Drilldown

Clients will now have greater visibility into how their accounts are doing with the addition of performance drilldown in the new Client Portal. With this new feature you have control over multiple settings, including what periods of performance are shown, the levels of performance shown, and the ability to show benchmarking information for comparison. In addition, you can select a default performance group to show when your client lands on the page. 

How to change settings: Client Experience App>Settings>Portfolio>”Performance Grouping Options”, “Default Performance Grouping”, “Additional Performance Periods”, “Asset Level Performance”, “Show Grouping Benchmarks”, “Show Household Benchmarks”

How to get there: New Client Portal > Personal Finances > Performance tab

Communities

Frontier Asset Management Launches 26 Models

Frontier’s forward-looking, highly analytical investment process starts with a philosophy of Downside First Focus.  This month they introduced 26 models to Orion Communities delivering three product suites of downside, risk-defined model investment strategies, including 10 Mutual Fund Strategies, 10 Tax-Managed Mutual Fund Strategies, and 5 ETF Strategies.

Orion Connect > Communities

Trading

Alternate Minimum Transaction Amount

Users will now have the ability to add a minimum transaction amount and minimum initial buy amount by taxable alternate security. Previously, there was no option for doing this on a security set basis.

How to get there: Orion Connect > Eclipse > Security set maintenance > New > Alternates
Sleeve Strategy Information in Sleeve Setup

Sleeve strategies will now be grouped into dropdowns when a sleeve strategy aggregate is assigned to a registration, allowing users to see which strategy a specific model is tied into.

How to get there: Orion Connect > Portfolio Audit > Registrations > Sleeve Setup
Preferences Search Bar

A new search bar has been added to the preferences section so you can easily search through and find what needs to be edited. 

How to get there: Orion Connect > Eclipse > Administrator > Preferences
Account Trading Instructions

An “Account Trading Instructions” column has been added to the accounts grid, enabling so users to more easily find key details tied to account trading activity.  

How to get there: Orion Connect > Eclipse > Accounts > All Accounts

New Homepage

New Dashboard Experience

Reminder: All users will be migrated over to the new homescreen experience by December 21. The new dashboard offers improved speed, a simplified fact finding experience, and increased operational efficiency.  For information on how to set up and navigate the dashboard, please see our training resource.

How to get there: Orion Connect > Manage Users App > Roles > Manage Roles > Edit Role > Check box next to homepage dashboard privilege
Updated Support App

The Orion Support app has been refreshed with a new look and features including better case communication, new levels of access, more intuitive ways to find what you’re looking for, and more.

How to get there: Orion Connect > Support App

Integrations

CAIS | Alternative Investments Reporting

Orion has partnered with CAIS on the first phase of an integration within Orion Connect, granting advisors access to better data for alternative investments through CAIS. Advisors who have selected to use the CAIS platform will receive faster, more enriched data into the Orion platform, eliminating many of the operational headaches associated with manual data management processes. In addition, they will benefit from access to the CAIS IQ, an industry-leading learning system that helps advisors learn faster and improve client outcomes.

How to Get There: Advisors will need to enable the CAIS app to manage users. Our support team can assist: sme-integrations@orion.com
Coming Soon: Salesforce|Financial Planning Enhancements

With your CRM being one of your hubs for daily work and touch points with your clients, we wanted to help connect the dots between your planning activity and Salesforce. Advisors using Orion’s financial planning features can now enjoy a single sign-on experience when navigating from the Household in Salesforce to that client’s financial plan, now syncing Household’s Net-worth, Plan Probability of Success, Goals, and Actions Steps data points.

This functionality has entered into a Beta release and we are looking for interested advisors who are willing to try out this functionality and provide feedback to shape further enhancements to our Salesforce / Advizr integration. Contact Orion Integrations to participate.

 

How to Get There: Salesforce > Household Record > SSO to Financial Plan and sync’d plan details

Reporting

Partial Ownership Part II

We have updated our UI and added functionality to the account level editor screen that allows you to add a Reporting Only Account to multiple households at once.  Bonus: we have also added a Custom Import to add these en masse.

How to get there: Orion Connect >Portfolio Audit > Edit Account> Reporting Only Households (on the left)
PDF Insert Part II

This new update corrects logic that created unnecessary blank pages when PDFs were placed at the beginning, end, or consecutively within the report. 

How to get there: Orion Connect >Report Builder > Media > PDF Insert
Subtotal Tag

Currently, when a value tag is added to a table footer or header it has the context of the grouping it’s in. The new subtotal tag feature adjusts that context so that it totals up the whole grouping rather than just the grouping for the value tag.

How to get there: Orion Connect >Report Builder > Grouping Table> click on value tag> calculator menu option
Column Grouping Enhancement

Table functionality has been improved through your ability to add in columns within the “Column Grouping” section of a “Column Grouping Table.”

How to get there: Orion Connect >Report Builder > Column Grouping Table

Compliance

Multiple Gifts Entry

In Inform, you can now easily enter multiple gifts at one time within the “Tasks” sections on our app. 

How to get there: Orion Connect > Compliance > Inform
Watch List

In Inform, the “Trade Rules” section was enhanced giving you the ability to maintain a “Watch List” of positions they are concerned about.

How to Get There: Orion Connect > Compliance > Inform
Notifications

The “Notifications” section in Inform will now generate notifications for approved tasks, offering confirmation for all users types.

How to Get There: Orion Connect > Compliance > Inform

Performance and Composites

Statistical Market & Risk Free Rate Override

You now have the ability to choose specific indices to calculate risk against for certain Households/Registrations/Accounts. You can set indices available in Orion from the “Available Index Data” data query utilizing them in risk calculation for RB3.

How to Get There: Orion Connect > Portfolio Audit > Edit Page of either HH/Reg/Acct > Options > Performance Calculator> Risk Free Rate Index & Statistical Market Index
Automatic Change History

Now with changes made to Management Style & Model these changes can be added nightly into the Change History Table. NOTE: It is advised to not turn this new entity option on for Automatic Change History until Composites have finished running for the current month.

How to Get There: Orion Connect > Firm Profile > Option Information > Composites > Automatic Account Change History
Composite Custom Import

We’ve moved the Composite Custom Import into the new Custom Imports app! You will now be able to import or update existing Composite records with the provided template. 

How to Get There: Orion Connect > Custom Imports > Composites Import


3363-OAS-12/16/2020