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PLATFORM UPDATES

ORION SOFTWARE UPDATE

Orion has released the first of its software enhancements for the year. There were extensive updates done to the system.

HIGHLIGHTS

  • Enhanced bill pay feature for financial planning and more
  • Collecting financial planning fees from custodial accounts
  • Securing financial planning fee payments in the Client Portal
  • Launching our new Compass tool: Supervise
  • Launching iRetire by BlackRock
  • Deepened Riskalyze Client Portal integration

 

For the full release notes on the May 2018 update, please CLICK HERE.

As always, please reach out to your VP of Wealth Management at 866.363.9595 for further details.

AW615994 - For investment professional use only.

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