Release Notes: Advisor Experience

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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

November 2020

Refreshed Homescreen Apps

Homescreen app icons have been refreshed with a clean, streamlined look. Apps can be categorized by color, a scheme that will carry across Orion Connect in 2021. Icons are designed to be more identifiable and explanatory.

How to get there: Login to Orion Connect
Portfolio Groups Added to Portfolio Audit

The left sidebar inside of Portfolio Audit has been updated to include Portfolio Groups.

How to get there: Login to Orion Connect
Household Overview To Be Replaced By Portfolio View

Soon, we will be replacing the Household Overview with the new Portfolio View. This change is designed to improve speed, enhance the user experience, simplify fact finding, and increase operational efficiency for your firm. To help make the transition to the new Portfolio View more seamless, Household Overview will be available until December 19, 2020. At that time however, Household Overview will be discontinued and only Portfolio View will be available. 

NOTE: Schwab Openview Gateway will continue to be available in Portfolio View. The Prairie View Integration will not transition to Portfolio View. We will work directly with affected users to help them transition.

How to get there: Login to Orion Connect

October 2020

Quickly Find Support Materials

A new option to quickly find the support documents you need has been added with this release. Now, if you click the question mark icon on your homepage, you are directed to Orion support materials.

How to get there: Orion Connect > Question Mark Icon
Rep ID Verification in Contact Us Menu Dropdown

Within the Contact Us dropdown, there is now a prompt to have your rep ID information ready. That way you will be able to quickly confirm your ID when you contact Orion.

How to get there: Orion Connect > Firm Profile > Representative > Representative ID
Demo Accounts No Longer Appear in Card Data

To improve the accuracy of the data displayed on the new Homescreen, we have updated the logic behind several key cads so that data from demo accounts does not appear. These cards include Revenue, Asset Allocation, AUM Summary, Portfolio Allocation, Transactions, and Model Summary.

How to get there: Login to Orion Connect
Active Unmanaged Accounts Added to Portfolio Audit

To give your firm a clearer view into your business, an “Active Unmanaged Accounts” audit has been added to the Portfolio Audit section of the Quarter End Dashboard.

How to get there: Orion Connect > Quarter End Dashboard>Select a Dashboard> Portfolio Audit Section
Coming Soon: Updated Support App

The Orion Support app will be refreshed soon 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

May 2020

Cipher Updates

At Orion, we are committed to the security and safety of all data that flows in and out of our platform. We require API connections to be on TLS 1.2, and in accordance, we wanted to let you know that we will be updating our ciphers with the June 2020 release. We’re asking that each of our partners update connections or code implementing older ciphers immediately.

As a reminder, ciphers can be implemented or buried directly in the code, so platforms connecting with TLS 1.2 may still be affected if they were using the older ciphers. Please reach out to the ITOC team directly with any questions.

Client Experiences App

You may have previously known it as the Client Portal Tasks App, but we’ve updated the app’s name to the Client Experiences App. In accordance, we’ve updated the icon for the application to reflect that change.

Orion Connect > Client Experience
Mobile App Password Criteria Changes

In an ongoing effort to strengthen password security across Orion platforms, we made changes to password length requirements. Passwords now have to be 10 characters or more, which is reflected when resetting your password through the Orion mobile app, as well. If your desired password does not meet the requirements, you will be met with an error message that reads: “Password must be a minimum of 10 characters, must have a number or special character, and cannot contain date-related words, your name, user ID, or email address, nor any variation of the words ‘password’, ‘Orion’ or ‘advisor’.”

Password Security Questions

In an effort to stay up-to-date with password security recommendations, we made changes to how you verify your identity. When creating a new user from the Connect Login Page, or upon password reset, you will no longer be prompted to create a security question and answer. Plus, when right-clicking a user in Manager Users, the option to “Delete Security Question” will no longer be available.

Speed Optimization

We’ve spent a lot of time working on our activity engine, which is anything that is calculating transactions or activity summaries on reports. We are seeing load time improvements of triple the speed in report builder and the client portal.

On the same token, we’ve done work on our grouping engine in the report builder tool to pull only the groupings needed, resulting in a 20 percent improvement in speed.

The last speed optimization we focused on centers on dynamic benchmarks. Because of the volume of data involved with dynamic benchmarks, they previously added over a minute to any report generated. These changes cut that time down to less than 20 seconds.

The commitment to optimizing the back end of the reporting engine touches many Orion properties, such as on screen reports, PDF reports, Insight tiles and the client portal.

Another speed improvement focus was daily recon. We made speed optimizations on Fidelity’s file processing in order to hit firm-established recon goals day in and day out. Those updates ensure data is processed and reconciled when you need it every morning. Similarly, we made changes to our product combine process to run much faster so your product reconciliation is now completed in a fraction of the time.

2445-OAS-09/23/2020