Release Notes: Advisor Experience
We are making changes to the way we handle support requests, offering greater data security and a cleaner user experience than ever before. As of March 1, we will no longer be taking support requests via email. All requests that were typically handled through email will need to be sent through Orion Support, where files are automatically encrypted for safety and security.
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.
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.
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.
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.
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.
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
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.
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.
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.
Similar to the landing page of Household Overview, we have added a summarized detail grid that captures important client information found on other tabs.
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.
We have added custodian and fund family as additional options to display your client account names in the Portfolio Tree and cards.
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.
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.
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.
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.
We’ve made it so the collapse and expand capabilities in the sidebar holds when changing apps or logging out and back in.
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.
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.
We have implemented your established asset category, class, etc. sort order settings into the applicable cards in the Portfolio View and homepage dashboard.
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.
We’ve segmented the menu and added app icons to make the links from the Portfolio View easier to identify and navigate.
When reviewing an entity (Household, Registration, Account) in Portfolio View, you are now able to navigate directly to that entity Portfolio Audit.
Quickly access the rebalance and tactical tools in TOM from the settings menu 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.
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.
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**
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.
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.
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.
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.
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.
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.