Release Notes: Client Experience

We’ve made it easier and provided additional options to securely share documents with your clients in the Client Portal.  You now have the ability to connect the Document Vault to third party cloud storage providers ShareFile, Dropbox, Box, Egnyte, and NetDocuments.

We have added the ability for advisors to not show their $0 value assets in the Performance Details section of the client portal. $0 value assets that impact performance for the period being displayed show by default when this setting is turned on. Firms will now have the ability to not show these by turning the setting off. 

Firms will now have the ability to customize the name that users see on their browser tab for the client portal. This further white labels the client portal experience, making it truly your own. 

We have added the “Show Performance” setting from the Client Experience App into the client portal. This will allow users greater flexibility in controlling whether to show or hide performance at various levels in the portal. With this change we will no longer have the “Access to Performance” toggle inside the client portal under Configure Access. If you do not want to show performance to clients you’ll want to be sure to update the Show Performance setting to off inside the Client Experience App now before this change takes effect.  

With this update, advisors will now have the ability to select a specific performance calculation method to use in the client portal (TWR, IRR, or Simple). 

The ability to run ad hoc RB3 reports by portfolio groups will now be an available option in the Client Portal. 

Previously,  when financial planning was turned off in the Client Portal, net worth was also turned off. We have now added the ability to toggle the net worth section on/off for clients in the Client Portal. In situations where an advisor wants to use the Client Portal without financial planning turned on, but still show the client their net worth, they will now be able to do this. 

With this update, advisors will now have the ability to select 1 year, QTD, or YTD  via the default date range setting in the Client Experience app.

We have increased the timeout for both Orion Planning and the Client Portal to one hour for all users. 

For firms not using Orion Planning’s Financial Planning functionality, we will now hide the Client Overview & Net Worth areas inside the Client Portal. In the coming months we will add the ability to toggle on/off the net worth feature for firms who still want to show that information when financial planning is turned off.

Now that the Newsfeed is on its own separate page, we’ve added the ability to toggle it on and off as well as the ability to make it a landing page for clients. These changes will make communicating important information to your clients even easier.

The default date range for Fidelity statements has been increased from one year to two years. This will allow clients to now see an additional year of Fidelity statements by default and improve the overall user experience.

Mobile device users can now use our desktop browser experience from their mobile devices. While we recommend using our new mobile app when on a mobile device, we understand that some users may simply want to use our desktop experience from their phone or tablet in certain situations. With this update, users will now have the ability to do so. 

• Extended the session timeout when the app is in the background: users can now have their session remain open while the app is in the background for up to 120 seconds, up from 30 seconds.
• Added app version under settings: advisor can now more efficiently troubleshoot when issues are caused by users utilizing older app versions.
• Capped maximum accessibility font size to prevent text overflow.

With the addition of the “Use $0 Inception Value” setting in the client portal, clients will now be able to see their portfolio’s since inception beginning market value start at $0 instead of with the first transaction. Many clients find starting at $0 allows them to better understand the full activity that has taken place in their portfolio since inception.

In the Client Portal today, accrued interest is included in portfolio values by default. With the addition of the “Include Accrued Interest,” advisors will now have the ability to decide whether or not to include accrued interest in their client’s portfolio values.

How to update setting: Orion Connect > Firm Profile > Option Information > Performance Calculator > Include Accrued Interest

Firms now have the ability to utilize two-factor authentication with clients within the Client Portal. Two-factor authentication is a security feature that requires users to provide two distinct forms of identification in order to access a website. It is designed to prevent unauthorized users from gaining access. Firms will have the ability to make two-factor authentication required or optional for their clients.

How to update setting: Orion Connect > Firm Profile > Option Information > Two Factor > Enable Client Two Factor Authentication

The Newsfeed is moving from a secondary item on the client overview page to its own feature on a separate page. This allows for a more prominent space for the content, helping you keep the advisor/client relationship strong. 

How to make a Newsfeed post: Orion Connect > Client Experience > Newsfeed Posts

Within the Client Portal, clients will have the ability to determine if they would like to receive eStatements, as well as confirm their profile information.

How to turn on: Orion Connect > Client Experience > Settings > Documents > Statement Setting Enabled

Advisors will have the ability to turn off benchmarks in the Performance Summary and Performance vs Benchmark cards in the Client Portal. This will allow benchmarks to be turned off in the Client Portal while still remaining on in the rest of the Orion Connect system.

How to turn off: Orion Connect > Client Experience > Settings > Portfolio > Display Benchmarks on Chart > Select: None

Clients will now have the ability to view their Fidelity Documents going further back than the standard allowable 2 years by using our new date picker feature. Users will now be able to select the specific periods they want to view statements for, allowing for greater flexibility.

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. 

In the coming days, clients will be able to view their Fidelity custodial statements directly in the Client Portal. Clients will appreciate the added convenience of now having everything in one easy-to-access location.