November 2021

See All Release Notes


Client Portal

RMD Dashboard Setting

Advisors will now have the flexibility to turn on/off the RMD (Required Minimum Distribution) Dashboard in the new client portal. 

How to get there: Orion Connect > Client Experience > Settings > Portfolio > Show RMD

Financial Planning

New Roth Conversion What-If

We have added a Roth Conversion What-If to our retirement goal. This will give advisors the ability to show clients the impact of converting up to a certain tax bracket, doing a recurring dollar amount conversion or a lump sum conversion. An output will also appear once the Roth Conversion What-If is applied to the plan. We have also added a Roth Conversion column to our Advanced Reports functionality. Please note, the Roth Conversion output is not available as part of our PDF yet and we hope to release that in the coming months.

How to get there: Orion Connect > Orion Planning > Goal Results > Retirement Goal > What Ifs


Eclipse New Overview Dashboard

We have created the new overview dashboard for Eclipse.  This allows you to display account, portfolio, trade, and other dashboard items all in the first screen on Eclipse.  Firms and Teams can set their default action items, and users have the ability to set their own custom action items as well.  Contact the service team if you would like to begin using the new dashboard experience. 


The November release is a BETA release for the tool.  We plan to enable the new experience for all firms in December or January.

How to get there: Eclipse > Overview
Exporting Strategy Grids to Excel

We have added the ability to export the following grids to Microsoft Excel:

  • Models
  • Security Sets
  • Sleeve Strategies
  • Sleeve Strategy Aggregates
Tax Harvest in the Tactical Tool

We have added the ability to generate a tax harvesting trade directly from the tactical tool. 

How to get there: Eclipse > Trade tools > Tactical Tool


Login Redirect to New Client Portal Available at Rep Level

Firms that are ready to migrate their clients to use the new Client Portal now have the ability to control by rep which clients get redirected from the legacy portal to the new experience. Previously this option was set for “all or nobody” at the firm level.


Now, the rep level setting will default to the database setting, but can be changed to have greater flexibility during your migration plan.

How to get there: Orion Connect > Firm Profile > Representatives > Options > Redirect to Advizr
Salesforce Sync - Flexible Mapping Lockdown

The flexible field mapping for the Salesforce Sync is one of the most powerful aspects of the sync, allowing firms to further customize how a field in Salesforce syncs to a field in Orion Connect. However, this advanced feature is not without risks – when fields are matched that do not share the correct format or have custom rules in place, it can create sync errors which may be challenging to unravel.


To that end, we have added a lockdown feature to the Mapping Setup screen. This helps protect firms from accessing the functionality until they have the training and confidence to make updates, and it keeps other users at the firm from unknowingly making changes without the full understanding of the impact.


For more information on how to best use the Flexible Mapping, please contact Orion’s Salesforce Integration support team.

How to get there: Salesforce > Sync Setup

Portfolio Interactions

Homepage and Portfolio View Card Format Updates

We want your data to be as visible as possible, so we have made updates to the formatting of our cards so that all data fits on the card without having to hover. 

How to get there: Orion Connect > Homepage Dashboard or Portfolio View
Delete Card Modal

We have added a confirmation modal to ensure you want to delete a card from your Homepage Dashboard. From there, you can either confirm or cancel the deletion of the card. 

How to get there: Orion Connect > Homepage Dashboard > … menu on card > Delete Card
Expanded Portfolio View Search

In order to get you to the entity you want to review as fast as possible, we have expanded the search capability of the Portfolio View. Now, in addition to searching by household, you can also search by registration, account or portfolio group in the Portfolio View.

How to get there: Orion Connect > Portfolio View > Search


Sub-Report Preview

Orion is committed to constantly improving our tools – and this month we’re releasing some development that will greatly improve users’ ability to build and review sub-reports.  With Sub-Report Preview a user can now generate sub-reports using client data without having to save the sub-report, update it in the report, resave, and rerun.  Users can now simply click the preview button and the system will show you on screen what your report output will look like. 

How to get there: Orion Connect > Reporting > Sub-Report Builder > Actions > Preview
Column Grouping: Other %

We’ve streamlined functionality between our Grouping Tables and Column Grouping Tables by introducing the ability to use the other % functionality in Column Grouping.

This function works with our limit method to allow users to bucket things like asset classes that have small residual holdings into another % category.  This helps reports look a bit cleaner for the end client and ensures that you aren’t wasting valuable report space by showing the client holdings where they hold a handful of residual value assets.

How to get there: Orion Connect > Reporting > Sub-Report Builder > Column Grouping Table > Right Hand Menu > Under Column Grouping > Change Limit Method to Count or Threshold > Check “Show Other Group”
Allocation Tag Improvement

Here’s another project that we’ve introduced to make building reports easier.  We’ve gotten feedback from users that there is confusion when it comes to which allocation level tag to use when building reports.  Well – we’ve just made it so much easier.  


With the Allocation of Parent tag the system will automatically determine the allocation level based on the grouping you have the tag in.  No more wondering if you need to use allocation level 1 or allocation level 5 – We’ll do it for you. 

How to get there: Orion Connect > Reporting > Sub-Report Builder > Select an advanced grouping wrapper > drop in a grouping table > add in Allocation of Parent tag
Query & Query Builder Views

This update allows users to add/save custom views on queries run to screen in Query and Query Builder.

How to get there: Orion Connect > Queries > Query/Query Builder > Run (Run to Screen) > Pencil and Paper icon on the Right-hand menu
Query Builder Data Tags

This development allows users to add new data points (account status and business line) in Query Builder.

How to get there: Orion Connect > Queries > Query Builder > Create/Edit > Columns
Update UI for N/A filters in Query Builder

This feature allows users to use ‘N/A’, ‘null’ or leave the cell blank when filtering for N/A results.  Displays a visible N/A to users’ filters in Query Builder.

How to get there: Orion Connect > Queries > Query Builder > Create/Edit > Next > Next > Add Filter

Data Reconciliation

Transaction Add Custom Import Advisor Notes

The Advisor Notes field has been added to the Transaction Add custom import to allow the Advisor Notes to be populated when creating new transactions. 

How to get there: Orion Connect > Custom Imports > Transaction Add