Orion Wealth Management Portal

Free

5.6.0for iPhone, iPad and more

8.1

15 Ratings

Orion Advisor Services, LLC.

Developer

35.3 MB

Size

Oct 11, 2023

Update Date

Finance

Category

Age Rating

App Store Developer Website

Age Rating

Apps in this category do not contain restricted content.

Apps in this category may contain mild or occasional cartoon, fantasy or real-life violence, as well as occasional or mild adult, sexually suggestive or horrifying content and may not be suitable for children under 9 years of age.

12+

Apps in this category may contain occasional mild indecent language, frequent or intense cartoon or real-life violence, minor or occasional adult or sexually suggestive material, and simulated gambling, and may be for children under 12 years of age.

17+

You must be at least 17 years old to access this App.

Apps in this category may contain frequent and intense offensive language; Frequent and intense cartoon, fantasy or realistic violence: frequent and intense adult, scary and sexually suggestive subjects: as well as sexual content, nudity, tobacco, alcohol and drugs, may not be suitable for children under 17 years of age.

Orion Wealth Management Portal Screenshots

iPad

iPhone

About Orion Wealth Management Portal

Access the tools you need to manage your wealth and collaborate with your advisor.

What's New in the Latest Version 5.6.0

Last updated on Oct 11, 2023

Old Versions

- 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

Version History

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

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

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

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

5.2.9

Nov 27, 2021

Bugfixes

-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

5.2.3

Jul 2, 2021

- Access to the Document Vault
- 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

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)

1.0.0

Oct 26, 2020

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