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