Mobile Client Site
Soon, the power of Orion’s new client portal will be in the palm of your hand. The new mobile client site will be available to download as an app in the Apple App Store and Google Play store, and will provide your clients with access to the essential aspects of your client portal experience.
Client Risk Scores in Eclipse
With this update, you will be able to incorporate a client’s personal risk score and portfolio risk score into their profile within Eclipse, helping consolidate your clients' full investment profiles into a single location.
New Orion Connect Homescreen
The reimagined Orion Connect Homescreen experience you’ve been waiting for is here—right at your fingertips!
New Client Portal
Empower your clients the industry’s only true personal financial management experience, now available through the Orion Planning Platform.
August 2020 Release Webinar
Watch it Now!
Join Jacob Leise as he reviews the updates contained in the August 2020 Software Release.