Orion Wealth Management Portal
Free
5.9.0for iPhone, iPad and more
7.7
16 Ratings
Orion Advisor Services, LLC.
Developer
36 MB
Size
Mar 25, 2024
Update Date
Finance
Category
4+
Age Rating
Age Rating
Orion Wealth Management Portal 스크린 샷
About Orion Wealth Management Portal
Access the tools you need to manage your wealth and collaborate with your advisor.
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최신 버전 5.9.0의 새로운 기능
Last updated on Mar 25, 2024
오래된 버전
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
- User experience improvements
- Added functionality to native Document Vault feature
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Version History
5.9.0
Mar 25, 2024
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
- User experience improvements
- Added functionality to native Document Vault feature
5.8.0
Mar 21, 2024
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
- User experience improvements
- Added functionality to native Document Vault feature
5.7.0
Mar 19, 2024
- Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
5.6.0
Oct 11, 2023
- Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
5.5.0
Jul 26, 2023
Mobile App will now use similar reporting logic as the desktop version of the Portal
Document Vault will now pull in similar documents as the desktop version of the Portal
Document Vault will now pull in similar documents as the desktop version of the Portal
5.4.0
Feb 4, 2023
Mobile package updates
5.2.18
Jun 18, 2022
-Major accessibility improvements
-Added screen reader support
-Enhanced support for over the air updates
-Resolved an issue preventing user from resetting their password
-General bug fixes
-Added screen reader support
-Enhanced support for over the air updates
-Resolved an issue preventing user from resetting their password
-General bug fixes
5.2.14
Mar 3, 2022
-Fixed a crash preventing some users from accessing the Menu
-Extended the session timeout when the app is in the background
-Added app version under Settings
-Capped maximum accessibility font size to prevent text overflow
-Extended the session timeout when the app is in the background
-Added app version under Settings
-Capped maximum accessibility font size to prevent text overflow
5.2.9
Nov 27, 2021
Bugfixes
-Preventing some advisors from seeing Performance
-Error when loading Disclosures# the commit.
-Preventing some advisors from seeing Performance
-Error when loading Disclosures# the commit.
5.2.5
Aug 3, 2021
-Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled
-Fixed bug in which Performance was not hiding when disabled
5.2.3
Jul 2, 2021
- Access to the Document Vault
- Add a Net Worth and Balance Sheet view
- Bug fixes with Reset Password
- Add a Net Worth and Balance Sheet view
- Bug fixes with Reset Password
5.2.0
Apr 26, 2021
-Performance screen, ability to compare your accounts versus benchmarks
-Details for manual accounts (added via Orion Planning)
-Bug fixes to biometric authentication
-Changed some layouts to better handle large fonts
-Fixes regarding the search function in the Transaction screen
-Details for manual accounts (added via Orion Planning)
-Bug fixes to biometric authentication
-Changed some layouts to better handle large fonts
-Fixes regarding the search function in the Transaction screen
5.1.0
Feb 2, 2021
- 2FA support for Advisor users that log in with Orion credentials.
- Allocation and Positions details for Managed Accounts.
- Investment Transaction details for Managed Accounts.
- Transactions details for Aggregated accounts (linked with Plaid/Quovo)
- Allocation and Positions details for Managed Accounts.
- Investment Transaction details for Managed Accounts.
- Transactions details for Aggregated accounts (linked with Plaid/Quovo)
1.0.0
Oct 26, 2020
Orion Wealth Management Portal FAQ
제한된 국가 또는 지역에서 Orion Wealth Management Portal를 다운로드하는 방법을 알아보려면 여기를 클릭하십시오.
Orion Wealth Management Portal의 최소 요구 사항을 보려면 다음 목록을 확인하십시오.
iPhone
Requires iOS 13.0 or later.
iPad
Requires iPadOS 13.0 or later.
iPod touch
Requires iOS 13.0 or later.
Orion Wealth Management Portal은 다음 언어를 지원합니다. English
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