Release Notes: Client Experience

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July 2021

March 2021

Ad Hoc Reporting

 Clients will have the ability to run ad hoc Orion reports inside the new client portal.

How to get there: Orion Connect > Client Portal > Reports > Portfolio Reports (The setting “Allow Ad Hoc Reports” needs to be turned on in the client experience app first)

February 2021

BluePay Integration

Clients who pay their management or planning fees via credit card or ACH can now enter their payment credentials in the new Client Portal for payment processing, powered by BluePay. Not using our new client portal yet? Learn more here. 

How to get there: Orion Connect > Client Portal > Menu > Payment
Multiple Households Toggle

Clients with multiple households assigned to their login credentials in Manage Users can now toggle between those households in the new Client Portal. With this new feature, there is now no longer a need for clients to maintain multiple Client Portal logins. Not using our new client portal yet? Learn more here.

How to get there: Orion Connect > Client Portal > Menu > Select Desired Household
Custom Date Ranges

Clients can now view custom date ranges on the Summary and Performance pages in the new Client Portal. Adding this flexibility gives clients greater insight into how their portfolios are performing. Not using our new client portal yet? Learn more here.

How to get there: Orion Connect > Client Portal > Personal Finances > Summary tab/Performance tab

January 2021

Summary Page Enhancements - Turn Performance Off

When “Access to Performance” is turned off we will now no longer show performance on the Summary page at all. The overall look and feel of the page was enhanced slightly to accommodate this update as well.

How to get there: New Client Portal > Personal Finances > Summary tab

December 2020

Performance Drilldown

Clients will now have greater visibility into how their accounts are doing with the addition of performance drilldown in the new Client Portal. With this new feature you have control over multiple settings, including what periods of performance are shown, the levels of performance shown, and the ability to show benchmarking information for comparison. In addition, you can select a default performance group to show when your client lands on the page. 

How to change settings: Client Experience App>Settings>Portfolio>”Performance Grouping Options”, “Default Performance Grouping”, “Additional Performance Periods”, “Asset Level Performance”, “Show Grouping Benchmarks”, “Show Household Benchmarks”

How to get there: New Client Portal > Personal Finances > Performance tab

November 2020

Automatically Uploading Schwab Statements

Soon, Schwab statements will be automatically uploaded to Orion. The statements will be uploaded to the household level “Notes and Docs” section, and will be available to view in Orion’s Client Portal and the eMoney Portal, if enabled. Existing master account numbers will be onboarded in waves, and you will receive an email about when you can expect to see these updated in your account. New master account numbers will be set up as they come in and will start showing immediately.

How to get there: Orion Connect > Advizr > Documents > Statements

October 2020

eMoney Single Sign On

Keeping your clients focused on their long term goals is key to their overall success. We’ve now made it easier for clients to access their financial plan by creating a single sign on to eMoney from the Orion Client Portal. With the click of a button, clients can now access their financial plan to ensure they are staying on track. 

How to get there: Orion Connect > Advizr >Financial Planning (Setting can be turned on from the client experience app in Orion Connect>Settings>Integrations>eMoney - SSO) 
Experian Available to All Clients on the New Client Portal

With the new Orion Client Portal, we’ve made it our mission to give your firm the tools and resources you need to provide your clients with a true personal financial management experience. Whether that means the tools to open accounts, build a solid financial plan, view key reports, or anything in between, it’s all available through the single portal you provide.

Now, your firm is able to provide your clients with access to premiere credit/identity monitoring and recovery services for free through the remainder of 2020, thanks to our expanded integration with Experian. What’s more, they’ll receive notifications through the new Client Portal triggered by potential fraudulent acts made against them, further proving the value of your service. If you have not already enabled the new client portal, please visit orionadvisortech.com/clientportal-get-started/ to sign up to get started. If the new Client Portal is already enabled for your firm and you would like more information on the Experian integration, please reach out Orion’s Integrations Support team.

How to Get There: Orion Connect > Advizr > Client Portal

September 2020

Client Portal Newsfeed

Effective communication is an essential aspect of your relationship with clients. That’s why now, with the newly developed Client Portal Newsfeed, we have given you another effective outlet for providing timely updates to your clients via your white-labled client portal. 

With this new tool, you can post important updates such as links to quarterly statement uploads, Event Based Notifications, custom RSS feeds, video market commentary, and more—directly to the client portal homepage, ensuring your clients see the updates immediately upon logging in. 

Setting up these messages, and establishing which clients you want to see each message, can be done in the Client Experience App in Orion Connect. To learn more about that process, head to the Client Experience App Settings section of the release notes or reference the Client Experience App Overview document in the resource center.

How to get there: Orion Connect > Advizr > Consumer Overview
Ability for Clients to Link Their Email Address to a Different Portal 

Previously, if a client’s email address was already connected to an existing portal then you were not able to register that client for a different client portal. Now however, you are able to invite the already in-use email address to a new portal registration. When the client registers, they will then have the option to un-link their email address from their existing portal and link it to the new portal or continue to keep their email address linked to their existing portal. 

How to get there: Orion Connect > Advizr > Click on Client’s Name Near the Top Left > Invite to Advizr

August 2020

The One Portal Project

As of today, Orion offers two separately powerful client portals advisors can offer via Orion that both provide unique solutions. Our One Portal Project is bringing our two portals together into one, helping advisors provide a comprehensive client experience that is consistent across platforms, without the need for multiple logins. This newly consolidated portal will provide your investors with a true personal financial management experience by giving them access to all the tools they need to oversee their financial lives including performance reports, account aggregation, account opening, financial planning information, and more—all from a single portal.

In case you missed it, we aired a webinar detailing the latest updates. You can watch that webinar here: Orion Client Portal Webinar. If you would like to be among the first to transition from the legacy client portal to the new client portal, sign up at: orionadvisortech.com/clientportal/

Client Portal Redirect

To help your firm transition clients from the legacy client portal to the new client portal, we’ve built a toggle that will redirect your clients to the new portal. Your clients will still use the same login page and credentials they are using for the legacy client portal so the transition will be seamless for them and this means you will not need to invite each of your clients one by one to the new portal.

If you would like to switch to the new client portal, please contact our Platform Support Team or sign up to learn more about the new portal at orionadvisortech.com/clientportal/.

Ability to Choose Client Landing Page

You now have the ability to choose the first page your client sees when they log in to the client portal. The default landing page is the Consumer Overview page, but you can choose to send them directly to Personal Finances, Goal Results, Document Vault, Profile, Reports, or even Credit Monitoring if you are utilizing that service with your client. This setting can be not just a client setting, but also something you can set at the firm or advisor level.

Orion Connect > Advizr > Click on Client’s Name Near Top Left > Invite to Advizr / Configure Access
MoneyGuide Integration

For those of you who use MoneyGuide for your financial planning tool, we now have the same integration for our new client portal that you have been using for the legacy client portal. This includes your clients being able to see the Summary, Insurance, Goals and Net Worth Pages as well as giving them the ability to access their plan within MoneyGuide from our client portal.

Orion Connect > Advizr > MoneyGuide Financial Planning Tab
Riskalyze Integration

For those of you who use Riskalyze, we’ve improved our integration to not only be able to pull in your Riskalyze Models to use as part of your recommendations for your clients goals, but we can now also pull in the client’s Risk Score, the score of how their accounts are currently allocated and finally your Portfolio Recommendation Score as well.

Orion Connect > Advizr > Personal Finances > Risk Profile

January 2020

Mask Account Numbers in the Orion Client Portal

You can never be too careful—especially when it comes to PII. That’s why we’ve added a masking feature to the Orion Client Portal, where the advisor can control the number of account digits displayed to the user.

Orion Connect > Client Portal > Admin > Settings > Portfolio > Account Numbers to Show

November 2019

HIGHLIGHTS
  • We can all agree on the importance of financial planning. But equally as important is the ability to show your clients the value of their plans. That’s why we’ve added three new tiles to our presentation dashboard, Insight:
    •  Net Worth: shows the net worth of a household—by individual and by total
    • Monte Carlo: shows the probability of success that a retirement goal is funded
    • Retirement Assets: shows the accumulation and de-accumulation of retirement assets over time
Orion Connect > Insight > New Dashboard > Add Tiles

August 2019

HIGHLIGHTS

Event-Based Notifications automate the creation and delivery of text and email communications for client milestones, like birthdays, as well as account updates like rebalances, model changes, and distributions. Once an event is selected, you can choose from client-specific data points in Orion Connect to automatically personalize the communication. Event-Based Notifications promote transparency between advisor and client and simplify the execution of a proactive and consistent client communication strategy.

Orion Connect > Reporting > Deliver
HIGHLIGHTS

Our vision to fully integrate Advizr’s next-generation client portal technology into Orion Connect starts with a single sign-on (SSO) integration, asset class mappings, and account type mappings (based on Orion’s defaults) from Orion to Advizr. The SSO integration works at the advisor and rep level, allowing these stakeholders to engage with financial advice faster in order to provide more meaningful results. But this is just the beginning of our exciting plan to fully integrate Advizr into the Orion Connect experience.

Connect clients’ goals with your proposed investment strategies—while offering a best-in-class experience. While there is no additional fee, we are setting advisors up in batches to ensure a seamless experience. Please also note that you must complete our Advizr Ascent training modules before being fully onboarded.

ADDITIONAL CLIENT EXPERIENCE UPDATES

In Insight, advisors can now show the fixed income for instruments like bonds and CDs with a pop-out that displays maturity distribution, coupon distribution, and yield. Advisors can control grouping by Asset Category, Asset Class, and Risk Category.

Orion Connect > Insight > New Dashboard > Add Tiles
ADDITIONAL CLIENT EXPERIENCE UPDATES

Also in Insight, we added an Estimated Income tile to illustrate the interest and dividends expected to be earned on investments in the next 12 months. Advisors can show yield on cost, current yield, and estimated annual income with the same aforementioned groupings.

Orion Connect > Insight > New Dashboard > Add Tiles
ADDITIONAL CLIENT EXPERIENCE UPDATES

Web acknowledgements, which previously were only available via the Orion Client Portal, have been added to the Mobile App.

Mobile App > Web Acknowledgement
ADDITIONAL CLIENT EXPERIENCE UPDATES

The Orion Client Portal will automatically end a session after 60 minutes of inactivity.

Orion Connect > Client Portal
ADDITIONAL CLIENT EXPERIENCE UPDATES

We created additional time frame options for the Performance Summary tile in Insight. Month to Date (MTD) and Inception are now included.

Orion Connect > Insight > Performance Summary Tile
ADDITIONAL CLIENT EXPERIENCE UPDATES

Report Builder 3.0 reports are now available in Insight, provided advisors have already been granted access to the report(s). Previously, this functionality was limited only to Report Builder 2.0 reports.

Orion Connect > Insight > Report Tile

2445-OAS-09/23/2020