Executive Summary (TL;DR) This article provides a practical overview of navigating the Orion Investment Portal as an Eclipse subscriber. In this article, users learn to:   - Use the dashboard to find strategists and models that best fit your firm's needs - Compare available models to one another - Assign subscribed models through Eclipse   Using the tools detailed in this article, gain the knowledge to navigate Orion Investment Portal and subscribe to models.

 

 

What Does This Article Help Solve?

Common Real-Life Questions Users Ask About Orion Investment Portal as an Eclipse Subscriber

"How do I find the Orion Investment Portal?"

"How do I navigate the Orion Investment Portal Dashboard?"

"How do I subscribe to a Strategist or individual models?"

"Can I assign subscribed models in Eclipse?"

 

 

Article Quick Links

Why Should I Use the Orion Investment Portal as an Eclipse User?

What is the Orion Investment Portal?

How Do I Access the Orion Investment Portal?

Orion Investment Portal Dashboard Overview

View and Subscribe to Strategists or Models

Subscribe When Viewing a Strategist

Subscribe When Viewing a Model

View Your Subscriptions or Unsubscribe

Comparison Tool

Notifications Menu

Notifications Preferences

View and Assign Subscribed Models in Eclipse

 

 

 

Why Should I Use the Orion Investment Portal as an Eclipse User?

• Feel confident in the extensive vetting of each strategist. Save time on lengthy due diligence processes and prioritize the investment selections instead.
  
  
• Access more investment options spanning multiple asset categories to create more personalized portfolios. Create blended models through a combination of third-party or in-house strategies.
  
  
• Spend less time on rebalancing and more time growing client relationships. Assign models in Orion’s trading tools in seconds.

 

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What is the Orion Investment Portal?

Orion Investment Portal (OIP) offers models from well-vetted brands, boutiques, and emerging strategists spanning multiple asset categories: fixed income, equities, and alternatives. Leverage advanced filters and model-specific materials to pinpoint strategies that meet your client’s unique objectives and supplement your firm’s investment philosophy and expertise.

It's easy to subscribe to a model and assign it to client accounts in Orion’s trading tools or blend the model with other third-party or in-house strategies with our proprietary proposal tool. What’s more, you’ll retain full trading discretion to accept or deny any model changes submitted by the model manager—allowing you to play a more active role in your client's financial well-being.

 

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How Do I Access the Orion Investment Portal?

• Your firm must complete the terms of use contract for Orion Investment Portal.
  
  
• Once complete, the following privileges must be enabled for your role in the Manage Users tab to access the functionality in this article. Review How to Set Up Roles in the Orion Trading Platform.

 

Privilege Name	User Access	Description
Orion Investment Portal		Access Orion Investment Portal features in Eclipse
Strategist Models		Access strategist models in the Models tab

 

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Orion Investment Portal Dashboard Overview

The Dashboard  is the landing page for Orion Investment Portal (OIP), which provides:
 

• Use of the "Search for Model/Strategist" search bar for searching the available models or strategists library.
  
  
• The Resource Center, which includes useful materials such as links to learning content, videos, and important email addresses.
  
  
• Themes offer another way to help you filter your search between Brands, Boutiques, and Emerging strategists.
  
  
• The full library of available Strategists to subscribe to.

 

  

 

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View and Subscribe to Strategists or Models

Subscribe to an entire strategist's offerings or a single model by clicking the Subscribe Now button on the appropriate level. Then, you are presented with terms and conditions to subscribe. Once you accept, the model(s) sync to your trading tool. 

 

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Subscribe When Viewing a Strategist

• On the Dashboard  , click a strategist's tile to view more about the strategist's offerings, models, and contact information.

• Click Subscribe Now at the strategist level to subscribe to the entire strategist.

• Click on a model to learn more about specific holdings, risk metrics, trade history, and more.

• Click Subscribe Now at the model level to subscribe to the single model.

 

TIP: All strategists with the APPROVED badge have completed rigorous due diligence, which Orion considers best-in-class options and designates them as Approved Strategists.

 

 

 

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Subscribe When Viewing a Model

• Click the All Models icon  and search for or locate the applicable model.
  
  
• Select the model, right-click, and select View Model Details.
  • TIP: If this is a model you want quick access to, click Add to Favorites in this menu and then use the Favorite Models filter box on the All Models page.
    
    
• Click the "Subscribe Now" button  .

 

 

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View Your Subscriptions or Unsubscribe

• After subscribing to a model, view your subscriptions on the All Models page  , and click the "Subscribed Models" filter box towards the top of the page.
  
  
• Check the model, right-click, and select "View Model Details."
  
  
• Click the "Unsubscribe" button  .

 

 

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Comparison Tool

Use the Comparison Tool to easily and quickly compare key metrics surrounding performance, risk, and more across multiple models.

 

• On the All Models page, click Model Compare button  in the upper right corner.
  
  
• Search and add the first model as the benchmark.
  
  
• Click the "+ Add Model to Comparison" button  to add additional models (max 5 models total).
  
  
• Scroll to the bottom of the page and select Subscribe to Model for the individual models you want to subscribe to.
  • TIP: Click the menu icon   in the upper left corner of a model to remove it or set it as the new benchmark, which moves it to the first position.

 

 

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Notifications Menu

Important alert messages regarding your models live in the Notifications section in the upper-right corner of OIP. The blue highlighted number next to Notifications indicates how many unread messages you have.

 

 

 

• Within Notifications, there are three folders - All, Read, and Unread.
  
  
• Use the envelope icon  to the right of each message to mark it as Read/Unread.
  
  
• Use the trash iconto permanently delete the message.

 

 

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Notification Preferences

Open Notification Preferences by clicking the settings icon  in the upper-right corner to turn specific alerts ON or OFF. Please Note: Some notifications are permanently ON and cannot be turned OFF. Enabled: When ON, you receive a notification in the app. Email: All addresses listed in the Email Address field receive an email notification. Enter multiple addresses by separating them with a comma. EXAMPLE: "jackandjill@orionadvisortechnology.com, jamesmurphy@fake.email, tucker.mclaughline@redtailfinancial.com" Hover over the tooltips icon  next to each notification for details on what's included in the alert.   Notification Definitions Strategist Message - Provides a message from the strategist. New Global Strategist - Alerts you of a new global strategist. Model Rebalance - Alerts that a rebalance has occurred on a subscribed model. Model Deactivation - Alerts you when a subscribed model has been moved to pending delete status. New Global Model - Alerts you when a new global model. Model Change - Alerts you when a subscribed model has a change. Admin Messaging - Alerts you when an Admin has sent you a message.

 

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View and Assign Subscribed Models in Eclipse

Aside from filtering your strategist models, viewing and assigning subscribed models in Eclipse is the same as other models in Eclipse.

 

• Navigate to Eclipse and select "Models" from the Strategies tab .
  
  
• Find the Strategist Models column and filter it by typing "Yes" into the column filter bar.
  
  
• Double-click on a model to view more details and holdings. Review How to Create Models and Security Sets in the Orion Trading Platform for more information on model details.
  
  
• See How to Assign Models to Portfolios in Orion Trading (Eclipse) to learn how to assign strategist models.
  
  
• Review the Orion Trading Platform - Rebalancer Trading Tool Overview article to learn how to rebalance a strategist model.

 

 

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In Summary Access the Orion Investment Portal to discover models and strategists that work best for your firm. Compare models to better understand how they affect you and your needs. Take those models into Eclipse to assign and view them.