Release Notes

Coming Soon
3D Risk

The 3D Risk Profile will allow advisors to better tailor portfolios based on a clients’ true risk, financial, and emotional tolerance and will soon be available for use with Orion’s financial planning tool, within HiddenLevers’ proposal capabilities, and on the Orion Portfolio Solutions platform.

Options Trading

Options trading is coming soon to Eclipse! Covered call functionality, single or multiple account trades, straight through custodial processing—you won’t want to miss this new addition to the Orion platform!

Featured Updates