February 2022

See All Release Notes



New Campaign: Social Security Savvy

Social Security can be confusing. With different ages for eligibility, full retirement, and benefit max out, specific rules about working while receiving benefits, and special situations like divorce or death of a spouse, people can easily make mistakes when it comes to maximizing their benefits. Working with a financial professional will help ensure your clients get the most from their Social Security benefits. Remember, there’s no such thing as too much money, especially when it comes to retirement.

How to get there: Orion Connect > Marketor > Promoting Financial Literacy Tab > Social Security Savvy

Client Portal

Hide Client Overview & Net Worth When Planning Turned Off

For firms not using Orion Planning’s Financial Planning functionality, we will now hide the Client Overview & Net Worth areas inside the Client Portal. In the coming months we will add the ability to toggle on/off the net worth feature for firms who still want to show that information when financial planning is turned off.

How to get there: Orion Connect > Orion Planning > Open Client > Client Settings Menu
Newsfeed Updates: Toggle and Landing Page

Now that the Newsfeed is on its own separate page, we’ve added the ability to toggle it on and off as well as the ability to make it a landing page for clients. These changes will make communicating important information to your clients even easier.

How to get there: Orion Connect > Orion Planning > Open Client > Configure Access Menu
Default Date Range for Fidelity Statements Increased to Two Years

The default date range for Fidelity statements has been increased from one year to two years. This will allow clients to now see an additional year of Fidelity statements by default and improve the overall user experience.

How to get there: Orion Connect > Client Portal > Document Vault > Fidelity Documents
Desktop Browser Experience for Mobile Devices

Mobile device users can now use our desktop browser experience from their mobile devices. While we recommend using our new mobile app when on a mobile device, we understand that some users may simply want to use our desktop experience from their phone or tablet in certain situations. With this update, users will now have the ability to do so. 

How to get there: Orion Connect > Client Portal (from a mobile device)
New Mobile App Updates
  • Extended the session timeout when the app is in the background: users can now have their session remain open while the app is in the background for up to 120 seconds, up from 30 seconds.
  • Added app version under settings: advisor can now more efficiently troubleshoot when issues are caused by users utilizing older app versions.
  • Capped maximum accessibility font size to prevent text overflow.
How to get there: App Store or Google Play


Eclipse Sidebar Reorganization

We have reorganized the left-hand sidebar to make the experience simpler to understand. 

  • The Strategies section is now easier to navigate through, and restricted plans has been added
  • Moved all user information to its own section under “manage users”
  • Moved all database administration settings under one group
How to get there: Orion Connect > Eclipse
Deleted Sleeve Asset Movement Update

We have added the ability to pick which sleeve assets will move into when you cancel a sleeve.  You can either move the assets into one other sleeve, or allow the system to move the assets using the default method.  We have also updated the default method to move cash to the most underweight sleeve, rather than pro-rata.  This allows sleeves to get closer to target on initial sleeving. 

How to get there: Orion Connect > Portfolio Audit > Registration > Sleeve Setup > Delete a sleeve > Process > See the model dropdown list
Sleeve Strategy Rebalance Level

We have added the ability to rebalance at the sleeve strategy level in Eclipse.  This means that a portfolio will only rebalance until the sleeve strategies are in tolerance, rather than rebalancing until every sleeve is in tolerance. 

How to get there: Orion Connect > Eclipse > Trade tools > Rebalance
Solicited and Discretionary Through FIX

We have added the ability to send Solicited and Discretionary fields through FIX on mutual funds and equity allocation files. 

How to get there: Orion Connect > Eclipse > Trades

Portfolio Interactions

Homepage Multi-Rep Filter

We have added the ability to filter the Homepage Dashboard by more than one representative. This will aggregate the data together for the selected reps in cases of needing to view a team of reps. 

How to get there: Orion Connect > Homepage > Filter
Gender Drop-down Additions

We have updated the gender fields in Portfolio Audit and Firm Profile to include a new option “Non-Binary/Gender Non-Conforming.”This option will also be available when updating gender in the grids with the abbreviation ‘N’.

How to get there:

Portfolio Audit > Household editor > Household Members

Portfolio Audit > Registration editor > General

Firm Profile > Representatives > Actions: New Representative

Firm Profile > Wholesalers > Actions: New Wholesaler

How to get there: Orion Connect > Portfolio Audit > Household editor > General
Income Summary Card Re-formatting

Feedback has proven that the formatting of the Income Summary card was confusing to some users. We have reformatted this card to make the data appear in a more understandable format.

How to get there: Orion Connect > Portfolio View > Income tab > Income Summary


Salesforce Financial Planning Sync

The financial planning sync allows firms to sync data from Orion Planning to Salesforce. Actions, goals, and plan information in Orion Planning can now be mapped and are viewable at a household level without the need to navigate away from Salesforce to Orion Planning.

Admin users will need to edit the page layout to include the new “Goals” object that is automatically included in our Salesforce package. Once the fields are mapped on the mapping setup screen, the object will populate with the planning information that was previously only accessible within the Orion app.

For more information on how to implement the Financial Planning Sync, please contact Orion’s Salesforce Integration support team.

How to get there: Salesforce > Household > Financial Planning/Goals


Report Settings

Duplicate report settings can now be saved. They will be given a unique ID in the backend to differentiate them. To avoid confusion, report settings can not have the same name. This ensures that differently named report settings with the same selected options within them can be saved.

How to get there: Orion Connect > Reporting > Report Settings
Query Builder - Data Tags

We have added new account and representative level data tags. 

New additions to the account level:

  • cash value
  • cancel date
  • is discretionary
  • is account sleeved
  • exclude from household rebalance
  • wrap managed
  • wrap sponsored
  • exclude from firm assets
  • last rebalance date
  • is SMA

New additions to the representative level:

  • is qualified plan
  • rep number
How to get there: Orion Connect > Query > Query Builder > New/Edit Query > Next > Search Available Columns
Query Builder UI Enhancements: Null Date Filtering

We have added null date filtering to the Query Builder.

How to get there: Orion Connect > Query > Query Builder > New/Edit Query > Next > Next > Next > Add Filter using N/A
Query Builder UI Enhancements: Transaction Grouping

By default, all transaction types will be selected when transaction grouping is being used.

How to get there: Orion Connect > Query > Query Builder > New/Edit Query > Row Grouping = Transaction > Pencil Icon

Performance and Composites

After Tax Benchmark Performance

After Tax Benchmarking is now out within Orion to put onto Report Builder 3.

How to get there: Orion Connect > Report Builder 3

Data Reconcilation

Last Reconciled Date

We are releasing notifications in Portfolio Audit to allow visibility as to whether an account is in balance.   Two fields have been added to the account grid to show the most recent position file received for an account, and a flag to indicate whether all assets in the account are in balance with those most recent positions received.  In addition, indicators next to the tree icons in the Portfolio tree will present warning notifications for any accounts that are not in balance (yellow triangle), or for any accounts where the balance has not been verified as of the most recent business date (uncolored triangle).  Those flags carry up to the registration, portfolio group, and household level to notify if any accounts within that group carry a warning message.  

How to get there: Orion Connect > Portfolio Audit > Household> Registration> Account