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Products-Orion Advisor Tech

Orion Advisor Tech Release Highlights and Product Updates

October 2024 Update Highlights

In the latest Orion Advisor Tech Release for October 2024, several key features and improvements have been introduced. The Advisor Portal now offers enhanced Proposal Registration Titles for better organization and clarity. Compliance measures have been upgraded with improved Pre-Clearance User Interface (UI). The Planning module boasts Dynamic Navigation capabilities for better user experience. Additionally, the Trading section now includes Eclipse Model Tolerance Updates for precision in model management. These updates aim to enhance the advisor experience and streamline operations.

September 2024 Update Overview

The September 2024 update for Orion Advisor Tech brings exciting enhancements across various modules. The Client Portal Mobile App now offers Enhanced Feedback Submission tools for improved user engagement. Compliance features have been bolstered with Client Oversight functionalities. Eclipse users benefit from the ability to add saved views to My Action Items for better organization and workflow management. Financial Planning now supports the inclusion of Trusts as Estate Planning Beneficiaries, adding depth to the planning process. Moreover, Trading functionalities have been enriched with the addition of Saved Views in Eclipse, enhancing efficiency.

August 2024 Release Enhancements

August 2024 showcases significant updates in the Orion Advisor Tech platform. Cloud Data management now includes detailed Payout Rates and Schedules for comprehensive data tracking. Communities module introduces Proposal Data Packages for collaborative working environments. Compliance measures have been strengthened with Client Data enhancements. Eclipse users can now benefit from Model Tolerance Updates and Model Deviation features for precise model management. The Reporting section now offers enhanced reporting privileges like Report T-Bill Interest Value for enhanced data insights.

July 2024 Upgrade Overview

The July 2024 update of Orion Advisor Tech brings forward several impactful upgrades. The Advisor Portal now supports Cloud Data management with Redshift Data Sharing capabilities. Billing processes have been simplified for managing Pending Fee Transactions efficiently. Eclipse users now have Transition Model Management to Eclipse and tactical tools like Equivalent Security Actual Allocation Display. The Reporting module offers Quick Filters in RMD Dashboard for swift data analysis and decision-making.

June 2024 Feature Highlights

The June 2024 update of Orion Advisor Tech focuses on user experience enhancements. The Client Portal now boasts an Enhanced Disclaimer feature for better communication with clients. Portfolio Interactions have been improved with Enhanced Filtering and Sorting options for streamlined portfolio management. Trading functionalities now include the ability to Run Analytics with Save in Eclipse, supporting efficient decision-making and monitoring. These updates aim to provide a seamless and intuitive experience for advisors and clients.

May 2024 Release Summary

In the May 2024 release of Orion Advisor Tech, various modules have received notable updates. Billing processes have been streamlined with a New Consolidated Billing App for improved transaction management. Eclipse users can now Create Saved Views and View Account Details directly in Orion Connect, enhancing accessibility and visibility. Financial Planning features now include actions like PulseCheck Action Steps and Estate Planning Cost Basis Step-Up for comprehensive planning. The Mobile App introduces Simplified Navigation Icons for user-friendly interactions.

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