May 2019

ADVISOR EXPERIENCE

HIGHLIGHTS

We created a brand new Batch Performance app, allowing you to run performance across your database for the groupings and time frames of your choosing.

Orion Connect > Batch Performance
HIGHLIGHTS

For advisors that upload tax documents to the Client Portal, we understand you’re uploading more than just 1099s. For that reason, Orion has renamed the “1099 Tax Reports” document bucket to “Tax Reports.”

Orion Connect > Client Portal > Documents > Tax Reports
HIGHLIGHTS

We added the ability to assign multiple contacts to an Orion Support case to allow for message notifications to be received by multiple users.

Orion Connect > Orion Support > Any Case > Additional Contacts

BILLING & COMPOSITES

HIGHLIGHTS

In the Post Payment app, advisors can un-post a specific account fee without un-posting the entire batch. This functionality also works with a fee that was auto-posted.

Orion Connect > Post Payments > Actions > Undo Post Payments > Date Posted or Batch Number > Select Item To Un-Post
HIGHLIGHTS

Previously, the only way to add a dollar amount to a payout rate was to add a minimum fee. We’ve added the ability to allow advisors to create a payout rate for a flat dollar amount.

Orion Connect > Billing Audit > Payout Rates

COMPLIANCE

HIGHLIGHTS

We added filter options to include RIA, Rep, Broker/Dealer, Sub-Advisor, Custodian, Management Style, Model, Client Category, Registration Type, and Business Line to assist with sorting.

Orion Connect > Compliance > Tool

INTEGRATIONS

HIGHLIGHTS
  • We’ve built a single-sign-on to MyRepChat. MyRepChat is an SMS texting platform for a BYOD environment. Features of the platform include:
    • Text and group messaging
    • Compliance features
    • Message scheduling
    • A digital assistant
    • Ability to import contacts
    • Auto-forwarding calls from a landline

And stay tuned — we’ll be building out additional integration features later this year.

Once the SSO has been made available to your user role by your firm’s User Admin, simply log into Orion Connect and click the MyRepChat icon.
HIGHLIGHTS

We’ve enhanced our integration with Asset-Map to include an Insight Tile, so advisors can seamlessly access and edit their clients’ asset-maps within the Insight dashboard.

Orion Connect > Insight > Add Tile (+) > Integrations > Asset-Map

RECON & DASHBOARDS

HIGHLIGHTS

We’ve made an enhancement to Insight, our client presentation tool. Advisors now have the ability to display household and account-level target allocations inside of the Target Allocation tile.

Orion Connect > New Dashboard > Add Tile
HIGHLIGHTS

The unrealized and realized gain/loss tiles inside of Insight have been revamped. Advisors can now have more tax-driven data at their fingertips for client presentations.

Orion Connect > New Dashboard > Add Tile > Unrealized Gain Loss
HIGHLIGHTS

We added product as a grouping option with our Performance, Holdings Detail, and Holdings Summary tiles in the Insight app. This enhancement allows you to drill down further and view performance at the product level within Insight.

Orion Connect > Insight > Select Dashboard > Holdings Detail Tile > Settings > Grouping
HIGHLIGHTS

We created a new estimated income tile inside of Insight. This now allows advisors to communicate with clients about the estimated annual income and yield.

Orion Connect > Insight > New Dashboard > Add Tile
HIGHLIGHTS

Morningstar classifications across Orion Connect will automatically update, providing advisors with the most up-to-date information. No action is necessary.

ADDITIONAL RECONCILIATION UPDATES

We created Audited Date and Audited By columns for asset classes and asset categories to provide clearer and more actionable information in the Products and Prices App.

Orion Connect > Products & Prices > Asset Classes/Categories Section
ADDITIONAL RECONCILIATION UPDATES

We added the following new columns to the Tax Center App: Account Created Date, Custodian, and Qualified.

Orion Connect > Tax Center > Audit Pages
ADDITIONAL RECONCILIATION UPDATES

We now give advisors the ability to “opt-in” to the local income override only if they want that override turned on.

Orion Connect > Products & Prices > Income Override Setting > Local On/Off Toggle Setting
ADDITIONAL RECONCILIATION UPDATES

We added the ability to mark records as “Reviewed” or “Not Reviewed” for users to see which tax lot audits they have already previously reviewed.

Orion Connect > Tax Lot Audits > Custodian Realized > Status Column, Tax Lot Audits > Custodian Unrealized > Status Column
ADDITIONAL RECONCILIATION UPDATES

We added a realized and unrealized cost basis feed for Gemini. This allows Orion to report accurate cost basis information for Gemini accounts.

ADDITIONAL RECONCILIATION UPDATES

We added needed defaults to new products in order to improve the user experience for creating products in Account Composer.

Orion Connect > Account Composer > Products > Actions > + New Product **Fill in all of the required fields for a new product, but leave the subtype blank

REPORTING

HIGHLIGHTS

Reports generated from Report Builder will now be included in the Archive tool of our compliance tool.

Orion Connect > Compliance > Archive
HIGHLIGHTS

We added the ability to group by time on tables. Once selected, the frequency can be set to select the interval for time.

Orion Connect > Reporting > Report Builder (New) > New Report > Tables > Grouping Table > Right Click > Grouping > Time
HIGHLIGHTS

We added the ability to filter data on tables and charts. Single or multiple filters can be added to narrow the scope of the data returned on a report.

Orion Connect > Reporting > Report Builder (New) > New Report > Table or Chart > Click on Element > Filters
HIGHLIGHTS

Advisors can now select alternate line shading on specific elements. When using a Static or Grouping table, the line shading can be enabled or disabled within the setting tab. This will cause the element to operate independent of the theme.

Orion Connect > Reporting > Report Builder (New) > New Report > Tables > Static or Grouping > Click on Element > Settings Tab > Use Alternate Line Shading
ADDITIONAL REPORTING UPDATES

We added @tags for notes. The tags for Household Notes, Account Notes, and Trade Instructions can now be used on reports and cover pages.

Orion Connect > Reporting > Report Builder (New) > New Report > Tables > Grouping Table > Search @ and Tag Name
ADDITIONAL REPORTING UPDATES

We added a control for Unknown Cost Basis. This setting dictates how unknown cost is displayed on a report. Unchecking the option will omit any unknown cost—and show as “N/A.”

Reporting > Report Builder (New) > New Report > Settings > Cost Basis > Edit > Include Unknown Cost Basis
ADDITIONAL REPORTING UPDATES

Advisors can now use a grouping table within a cover page.

Orion Connect > Reporting > Report Builder (New) > Cover Pages > New Cover Page > Tables
ADDITIONAL REPORTING UPDATES

We added the ability to suppress additional pages when using an Advance Grouping. If only one entity exists under the grouping, selecting this option will suppress the data for the Advanced Wrapper.

Orion Connect > Reporting > Report Builder (New) > New Report > Layout > Advance Grouping > Click on Element > Hide If Only One Group
ADDITIONAL REPORTING UPDATES

We added a “Yield on Cost” @tag, allowing you to show the annual dividend rate of security, divided by its average cost basis.

Orion Connect > Reporting > Report Builder (New) > New Report > Tables > Grouping Table > Search @Yield on Cost
ADDITIONAL REPORTING UPDATES

We added the ability to select how the Inception Date Range option looks at data. This control exists on any inception date range and selecting the option looks to the holding period—rather than just to the inception date.

Orion Connect >Reporting > Report Builder (New) > New Report > Settings > Date Range > Edit > Select Inception > Start Date Method > Inception or Holding Period
ADDITIONAL REPORTING UPDATES

We added the ability to use custom fields. Custom fields created at the Representative, Household, Registration, Account, and Product levels can now be used within reports.

Orion Connect > Reporting > Report Builder (New) > New Report > Tables > Grouping Table > Search Custom Field
ADDITIONAL REPORTING UPDATES

Advisors can now group by tax status. Each option can be selected within a table and are as follows: Qualified, Product Taxability, and State/Federal Taxability. Qualified will look at the Account Type, whereas Product and State/Federal will look at the product level setting to determine the tax status.

Orion Connect > Reporting > Report Builder (New) > New Report > Tables > Grouping > Right Click > Grouping > Qualified, Product Taxability, or State/Federal Taxability
ADDITIONAL REPORTING UPDATES

We added a “Growth of” @tag. These tags can display performance for both the benchmark and the entity selected for growths of $1, $100, or $1,000.

Orion Connect >Reporting > Report Builder (New) > New Report > Tables > Groping Table > Search @Growth
ADDITIONAL REPORTING UPDATES

We added an “Expense Ratio” @tag on a product and asset level, in addition to higher levels like account, household, model, etc.

Orion Connect > Reporting > Report Builder (New) > New Report > Tables > Grouping Table > Search @Expense Ratio
ADDITIONAL REPORTING UPDATES

Advisors can now group by Tax ID in a grouping table.

Orion Connect > Reporting > Report Builder (New) > New Report > Tables > Grouping Table > Right Click > Grouping > Tax ID
ADDITIONAL REPORTING UPDATES

We added a State grouping for bonds. This value pulls for the state listed at the product level for each bond.

Orion Connect > Reporting > Report Builder (New) > New Report > Tables or Charts > Select Element > Grouping > Bond State
ADDITIONAL REPORTING UPDATES

We added a spacer element. Say you’d like to have two elements side-by-side with a 1/2″ space between them, now you can do so.

Orion Connect > Reporting > Report Builder (New) > New Report > Layout Dropdown > Spacer


2445-OAS-09/23/2020