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 螢幕截圖

iPad

iPhone

About Orion Wealth Management Portal

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

最新版本5.9.0更新日誌

Last updated on 2024年03月25日

歷史版本

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

Version History

5.9.0

2024年03月25日

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

5.8.0

2024年03月21日

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

5.7.0

2024年03月19日

- 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

5.6.0

2023年10月11日

- 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

2023年07月26日

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

2023年02月04日

Mobile package updates

5.2.18

2022年06月18日

-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

2022年03月03日

-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

2021年11月27日

Bugfixes

-Preventing some advisors from seeing Performance

-Error when loading Disclosures# the commit.

5.2.5

2021年08月03日

-Added ability to filter in the Positions view
-Fixed bug in which Performance was not hiding when disabled

5.2.3

2021年07月02日

- Access to the Document Vault
- Add a Net Worth and Balance Sheet view
- Bug fixes with Reset Password

5.2.0

2021年04月26日

-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

2021年02月02日

- 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

2020年10月26日

Feedback Report