The Portfolio Audit app has a new dashboard to streamline how you view information, and you can now set Orion Social as your Connect landing page.
It’s finally time for the 2017 T3 Advisor Conference, and that means we’re pulling the veil off Eclipse this week. Follow the #T32017 hashtag on Twitter, our Twitter account, or the official T3 Twitter account for updates as CEO Eric Clarke presents Eclipse from 1:55 to 2:35 PST on February 16. But before we get to that, catch up on the #WhatIsEclipse teaser commercials now:
Read this week’s blog for the Detailed Release Notes pertaining to the Orion February 2017 Software Update for every change in this weekend’s build.
Why did Orion make the transition to the new Schwab B/D Core file layouts? Read on to find out how the change affects you.