Release Notes: Client Experience

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January 2022

$0 Inception Value Setting

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.

How to get there: Orion Connect > Client Portal > Personal Finances > Transaction Summary, Performance Summary, Portfolio Value vs Net Amount Invested
Include Accrued Interest Setting

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

How to get there: Orion Connect > Client Portal > Personal Finances
Two-Factor Authentication

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 > Security > Enable Client Two Factor Authentication

How to get there: Orion Connect > Client Portal > Firm Profile > Option Information > Two Factor > Enable Client Two Factor Authentication
Newsfeed on Separate Page

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

How to get there: Orion Connect > Client Portal > Newsfeed

December 2021

eStatement Setting

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

How to get there: Orion Connect > Client Portal > Document Vault > eStatement Settings
Turn Benchmarks Off

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

How to get there: Orion Connect > Client Portal > Personal Finances > Performance
Fidelity Documents Date Picker

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.

How to get there: Orion Connect > Client Portal > Document Vault > Fidelity Documents

November 2021

October 2021

Fidelity Statements in Document Vault Phase 2 (Ability to Switch Between Household Members)

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. 

How to get there: Orion Connect > Client Portal > Document Vault > Fidelity Documents > Switch Household Member

September 2021

Fidelity Statements (coming soon)

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.

How to get there: Orion Connect > Client Portal > Document Vault > Fidelity Documents

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

2445-OAS-09/23/2020