Release Notes: Advisor Experience

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November 2021

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

October 2021

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

September 2021

Target Allocation in Portfolio View

Prior to this addition, the cards in the Target Comparison pointed to model data and not Target Allocation. With this update, we have added another sub-tab in the Portfolio View Allocation tab to reflect the data in the context of Target Allocations.

How to get there: Orion Connect > Portfolio View > Allocation tab > Target Allocation
Market Change with Income Setting

We have added an additional data source to calculate Market Change on the Portfolio Summary card in the Portfolio View. 

Market Change with Income = Market Value Increase/Decrease + Change in Bond Accrual + Dividends and Interest + Advisory Fees Paid

How to get there: Orion Connect > Portfolio View > Summary tab > Portfolio Summary card > ...menu > Edit Card > Data Source
Sleeve Strategy Aggregate Grouping

In all Portfolio View cards that allow for groupings, we have added Sleeve Strategy Aggregate as an additional way for you to view your data. We wanted to reflect the availability of this grouping that was recently built in RB3 to allow our users to aggregate their data in this manner.

How to get there: Orion Connect > Portfolio View > … menu on cards > Groupings
Planning Tab in Portfolio View

Users who are not currently utilizing Orion Planning asked that we disable the Planning tab in the Portfolio View. After this release, if you do not have the Advizr privilege enabled in your role, the Planning tab will be off by default. If you would like to turn the Planning tab back on, you can do so in your Portfolio View settings. If the setting for the Planning tab is turned on, and the privilege is not enabled in your role, there will be a message in the cards stating the Advizr privilege is needed for data to populate.

How to get there: Orion Connect > Portfolio View > … top left > Settings > Portfolio Pages

August 2021

SMA Setting in Portfolio View

We have added a control to the cards in the portfolio view which gives the ability to toggle on/off SMA’s. When turning this card setting on, the SMA will roll up the assets in an account to a single SMA asset/value. Note: if your firm does not have the Allow Separately Managed Accounts (SMA) Entity Option enabled, you will not see this setting in the cards.

How to get there: Orion Connect > Portfolio View > … menu on card > Edit Card
Portfolio Detail Grid

Similar to the landing page of Household Overview, we have added a summarized detail grid that captures important client information found on other tabs.

How to get there: Orion Connect > Portfolio View > Summary tab
Portfolio View Detail Grid Updates

We have updated the detail grids to give you the ability to easily search, filter, adjust columns, and export data. Any changes you make to your detail grids will auto save and be ready the next time you load a client in the Portfolio View. 

How to get there: Orion Connect > Portfolio View > Detail grid
Entity Name Updates

We have added custodian and fund family as additional options to display your client account names in the Portfolio Tree and cards.

How to get there: Orion Connect > Portfolio View > … menu > Settings > General: Accounts > Display Name

July 2021

Portfolio View URL Updates

Each client you access in the Portfolio View will now have a unique URL associated. This means that when you open additional client tabs, the adjustments you have made to the tab you were previously on will stick for that session. 

How to get there: Orion Connect > Portfolio View
Homepage/Portfolio View - No Data Message

When there is no data to display on a card for a given time period, we will now display an icon with the message “No data to display”. This will better help our users determine if there is an issue with the card or if there is truly no data returning for the given timeframe.

How to get there: Orion Connect > Homepage Dashboard/Portfolio View
AUM Summary Card

We have removed _hist accounts from the AUM Summary card on the Homepage Dashboard. These accounts can often inflate the AUM for a firm and should either be brought to zero and linked to a live downloading account or cancelled in the Orion system after a historical conversion.

How to get there: Orion Connect > Homepage Dashboard > AUM Summary

June 2021

Orion Planning in Portfolio View

We have added a new tab in the Portfolio View for Orion Planning with cards for Planning, Goals, and Action Steps. Now you can easily view these items in the Portfolio View and SSO over to that data in Orion Planning directly from the cards.

How to get there: Orion Connect > Portfolio View > Planning Tab
Sticky Sidebar

We’ve made it so the collapse and expand capabilities in the sidebar holds when changing apps or logging out and back in.

How to get there: Orion Connect > Homepage Dashboard > Sidebar

May 2021

Homepage Rep Filtering

As an advisor-level user, the homepage dashboard is able to be viewed in the context of the entire firm or filtered by a representative user. Prior to this development, when applying a rep filter, it would be removed when changing applications or the next time a user logged in. We have made it so this filter sticks until removed manually.

How to get there: Orion Connect > Homepage Dashboard > Filter
Benchmarks in Performance Detail Grid

We have added benchmark returns to the performance detail grid in the Portfolio View. This will allow the user to compare the performance returns of their chosen grouping level to the benchmarks assigned at the corresponding level.

How to get there: Orion Connect > Portfolio View > Performance > Performance Detail > Edit Card > Show Benchmarks
Sort Order Setting

We have implemented your established asset category, class, etc. sort order settings into the applicable cards in the Portfolio View and homepage dashboard.

How to get there: Orion Connect > Portfolio View > Edit Card (ex: Summary > Asset Category Allocation) > Edit Card > Sorting
Portfolio View Default Settings

We want you to be able to access your most relevant client information as quickly as possible. With the default settings, each user is able to determine what their defaults will be when loading the Portfolio View.

How to get there: Orion Connect > Portfolio View > … Menu > Settings

April 2021

Revamped Settings Menu

We’ve segmented the menu and added app icons to make the links from the Portfolio View easier to identify and navigate.

How to get there: Orion Connect > Portfolio View > … (Settings) Menu
Link to Portfolio Audit

When reviewing an entity (Household, Registration, Account) in Portfolio View, you are now able to navigate directly to that entity Portfolio Audit.

How to get there: Orion Connect > Portfolio View > Household > … (Settings) Menu > Portfolio Audit
Links to TOM

Quickly access the rebalance and tactical tools in TOM from the settings menu in Portfolio View. 

How to get there: Orion Connect > Portfolio View > Load Household > Select Account in Portfolio Tree > … (Settings) Menu > Rebalance or Tactical
Bond Accrual in Portfolio View

Like your reports, we have added the ability to split out bond accrual in the Activity Summary tile in the Portfolio View so you can access this information on the fly. 

How to get there: Orion Connect > Portfolio View > Activity tab > Activity Summary > … (Settings) Menu Edit Card > Breakout Bond Accrual

March 2021

Multi-Rep Assignments

Gone are the days of creating shared rep logins and linking those to user profiles in Manage Users. Now, you can simply assign an additional rep to a Household to provide visibility for that rep into those shared clients in Portfolio Audit, Portfolio View, Client Portal and Reporting.

How to get there: Orion Connect > Portfolio Audit > Household > Edit Household > Additional Reps
Entity Names

We wanted to provide additional clarity into the entity you are reviewing in both the Homepage cards and Portfolio View tiles and grids. With a change to either the Registration or Account display name entity option, you’ll be able to review additional options (ex: Custodian, Model, Type) in the name fields in applicable cards and tiles.

**Please note that entity options need to be changed by the SME Platform Support team**

How to get there: Orion Connect > Homepage, Orion Connect > Portfolio View

February 2021

Link from Portfolio Audit

When viewing a Household/Portfolio Group/Registration/Account in Portfolio Audit, you are now able to navigate directly to that entity in the Portfolio View.

How to get there: Orion Connect > Portfolio Audit > Select Entity in Grid > Links > Portfolio View
Application Dock Navigation

You’re in many Orion apps throughout your day. We have added the ability to open your apps into a new tab from the left sidebar in the Homepage/Portfolio View, so you can work as efficiently as possible.

How to get there: Orion Connect > Left Sidebar App List (don’t forget to right click: Favorite your most used apps!) > Open in New Tab

January 2021

Multiple Groupings in Grid Details

With the rollout of the new Portfolio View, we heard all the feedback on the necessity to have multiple groupings to review a client portfolio. Orion is excited to bring multiple levels of grouping to our grids inside of the Portfolio View.

How to get there: Orion Connect > Portfolio View > Allocation Tab > Allocation Details > Edit Card
New Income Tab

Advisors have been asking Orion for a better on-screen representation of Income exposure reporting inside of our on-screen reporting. With this release, you will now have access to taxable & non-taxable income reporting, debt instrument income such as coupon distribution and maturity distribution, along with details around yield and income rates.

How to get there: Orion Connect > Portfolio View > Income Tab

December 2020

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

2445-OAS-09/23/2020