Release Notes

Coming Soon
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.

Featured Updates