October 2021

See All Release Notes



New Campaign: High Net Worth Investors

High-net worth investors have unique needs that require professional guidance. These campaigns help you target those clients and prospects.

How to get there: Orion Connect > Marketor > Campaign Library
Updated Home Page

The Market*r home page has been updated to provide a more organized view of all available campaigns. Now, campaigns are ordered by eight categories:

  1. Retirement Planning
  2. Estate and Legacy Planning
  3. Additional Planning Topics
  4. Behavioral Finance
  5. Understanding the Markets
  6. Promoting Financial Literacy 
  7. Persona-based Campaigns
  8. Common Client Communications
How to get there: Orion Connect > Marketor

Client Portal

Fidelity Statements in Document Vault Phase 2 (Ability to Switch Between Household Members)

When viewing Fidelity Statements in the Document Vault, users will now have the ability to switch between household members. This will allow household members to view all of their fidelity statements within a household. 

How to get there: Orion Connect > Client Portal > Document Vault > Fidelity Documents > Switch Household Member

Financial Planning

Ability to Import Orion Models into Orion Planning

Users will now have the ability to import their models from Orion Connect directly into Orion Planning to use for financial planning purposes. 

How to get there: Orion Connect > Orion Planning > Settings (top right corner) > Model Portfolios


Tax Harvesting Alternate 30 Day Equivalent

Tax Loss Harvesting Alternates can now automatically be equivalent for 30 days after a purchase into them.  Users will no longer need to make a security equivalent for it to not show “unassigned” if it is a Harvesting Alternate.  After 30 days, the security will show “unassigned” unless a user makes it a permanent equivalent. 

How to get there: Eclipse > Strategies > Security Sets > Securities Sets Maintenance
Individual Sleeve Rebalance in Tactical

We have added the ability to right click a sleeved account and rebalance it inside of the Tactical Tool. 

How to get there: Eclipse > Trade Tools > Tactical Tool
FIX Connection Updates

The following items are new connections through our FIX Product:

  • Interactive Brokers Equities (Market Orders Only)
How to get there: Eclipse > trades


Schwab Status Feed Tile

Logging into the Orion Homepage provides you with actionable information to start your day. You can now add to that the Schwab Status Tile which will keep you up to date on changes to workflows at Schwab such as Digital Account Opening, Service Requests, Move Money, and Address Changes. The new tile provides the more recent status update, with additional details when you click on the records, but you also have an SSO at your fingertips to launch into the Schwab Advisor Center for reviewing your workflows.

How to get there: Orion Connect > Homepage > Schwab Status Feed
Salesforce - 5 and 10 Year Performance Available

Available fields to sync to Salesforce now include both 5 and 10 Year performance if those enabled and being calculated from the Orion Performance Overview for a firm’s database.

How to get there: Salesforce > Household > Performance

Portfolio Interactions

Portfolio Tree Redesign + Ad-hoc Grouping

We have revamped the Portfolio Tree to feature a drop down design to give you back real estate in the Portfolio View. With this new design, you will also be able to search for entities in a newly added search box. We have also added ad-hoc grouping to aggregate your client’s accounts in whatever manner you want to view them on-the-fly. 

How to get there: Orion Connect > Portfolio View


New Tag: Sub Advisor

Within Orion, you have the ability to assign subadvisors to accounts.  With this development we have given users the ability to now show this assignment on reports. 

How to get there: Orion Connect > Reporting > Sub-report builder > create new or edit existing sub-report > add new tag for Sub Advisor
New Grouping: Product Sub-Type

More users are taking advantage of the Product sub-type distinctions within Orion Connect, so we have created a new grouping that allows users to group tables and charts by this identifier.  This creates more options for users as they build out reports in Orion.

How to get there: Orion Connect > Reporting > Sub-report builder > create new or edit existing sub-report > right click and and hover over grouping options and set to Product Sub-Type
Sub-Report Preview: Choose Orientation

We are making the building and editing of sub-reports better by introducing some new functionality within the sub-report builder.  In this first phase of our sub-report preview development a user can now switch between portrait and landscape on the sub-report builder page.  In our next release we will add a Preview button to the actions dropdown that will allow users to run sub-reports at multiple levels (household, account, portfolio group, etc) choose a date, theme without having to save the sub-report and run it as part of a full report.  This will be a big efficiency when it comes to building out new sub-reports.

Note: Preview orientation is NOT saved.

How to get there: Orion Connect > Reporting > Sub-report builder > create new or edit existing > Right-hand menu > layout


Inform Update - Departments

Under the Manage Options section of Inform, firms can now create custom departments to assign to each of their employees.  This will allow for more accurate information as well as for creating groups if needed.  

How to get there: Orion Connect > Compliance > Inform > Manage Options > Departments
Risk Dashboard - Coming Soon!

The Compliance team has been working on a Risk Dashboard to help advisors identify potential risk items.  These changes will be coming out in Q1 2022 and will replace the current Compliance Dashboard.

How to get there: Orion Connect > Compliance > Risk Dashboard

Performance and Composites

Benchmark Average Weighted Return Report Builder Tag

We’ve introduced a benchmark return calculation that will look at underlying groupings where benchmarks are assigned to create a weighted benchmark utilizing the ending value of the groups and their associated benchmark returns. For example, if we were looking at a report with Asset Category as the header and Asset Class underneath we would look to the asset class weightings as of the end date and then utilize that for weighting the assigned benchmarks. 

How to get there: Orion Connect > Reporting App > Custom Reports > Edit Report > Add “Benchmark Average Weighted Return” tag and determine what the child grouping would be

Data Reconciliation

Pending Client Information Dashboard

To further help maintain demographic and account information changes that are sent from your custodial data providers we’ve made updates to the Pending Client Information section of the New Account Center. To start we’ve added the following columns to better help filter and maintain the clients information you’re reviewing. The new columns that can be added to the grid are: Account Number, Household Name, Registration Name, Representative Name, Rep Code, Custodian, and Fund Family.

The grid will also now display Household Name, Registration Type, and Rep Code as field types that can be reviewed and approved or denied.

How to get there: Orion Connect > New Account Center > Tools: Pending Client Information
Product Local Update Custom Import

We’ve taken the Product Main import from our legacy import suite and brought it into the new custom imports engine and experience. With the conversion of the import we included the following new fields: Annual Income Rate, ADV Asset Category, Is ADV Reportable, Is 13F Reportable, Has Fees, Federally Taxable, State Taxable, and Is Disabled. 


Users will still have access to the legacy Product Main import. The privilege to access the new Product Local import will be disabled by default and will need to be enabled to gain access.


Privilege: Manage Users > Roles > Right Click: Edit Role > Privileges: Actions > Custom Imports: Product – Local Settings

Training: Knowledge Article: How-To and Troubleshooting: Product Local Update

How to get there: Orion Connect > Custom Imports > Import Templates