Free
⭐️3.9 / 5
Rating
🙌16
Ratings
📼4 scs
Content
📦~ in 4 days
Updates frequency
🗣❌ unsupported
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- Versions
- Price History
- Description
- FAQ
All Versions of Orion Wealth Management Portal
5.13.0
May 9, 2024
- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions
More5.12.0
May 8, 2024
- Bug fixes
- User experience improvements
- Clients will see their default landing page when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Your custom built video statements within the Document Vault are now accessible via mobile app
- Clients will see their MGP financial planning data information inside of the Orion Wealth Management mobile app
- Clients can now review their plan summary, goals, insurance policies and net worth
- Clients now see any transaction notes left by the advisor within the mobile application
- Clients are now able to review the cost basis of their positions in mobile
More5.11.0
May 8, 2024
- Bug fixes
- User experience improvements
- Clients will see their default landing page when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Your custom built video statements within the Document Vault are now accessible via mobile app
- Clients will see their MGP financial planning data information inside of the Orion Wealth Management mobile app
- Clients can now review their plan summary, goals, insurance policies and net worth
- Clients now see any transaction notes left by the advisor within the mobile application
- Clients are now able to review the cost basis of their positions in mobile
More5.10.0
May 8, 2024
- Bug fixes
- User experience improvements
- Clients will see their default landing page when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Your custom built video statements within the Document Vault are now accessible via mobile app
- Clients will see their MGP financial planning data information inside of the Orion Wealth Management mobile app
- Clients can now review their plan summary, goals, insurance policies and net worth
- Clients now see any transaction notes left by the advisor within the mobile application
- Clients are now able to review the cost basis of their positions in mobile
More5.9.0
March 25, 2024
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
More5.8.0
March 21, 2024
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
More5.7.0
March 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
More5.6.0
October 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
More5.5.0
July 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
More5.4.0
February 4, 2023
Mobile package updates
Price History of Orion Wealth Management Portal
Description of Orion Wealth Management Portal
Access the tools you need to manage your wealth and collaborate with your advisor.
Orion Wealth Management Portal: FAQ
Yes, the Orion Wealth Management Portal app is compatible with iPads.
The app was developed by Orion Advisor Services, LLC.
The Orion Wealth Management Portal app currently supports iOS 13.4 or later.
Users have given Orion Wealth Management Portal a middling rating of 3.9 out of 5.
Finance Is The Primary Genre Of The Orion Wealth Management Portal App.
5.13.0 is the most recent version of the Orion Wealth Management Portal app.
Orion Wealth Management Portal’s most recent update was on July 1, 2024.
The app first launched on February 5, 2023.
Safe for children to use, no mature themes or inappropriate content.
Orion Wealth Management Portal currently features the following languages: American English.
No, Orion Wealth Management Portal is not available on Apple Arcade.
No, Orion Wealth Management Portal does not offer in-app purchases.
Unfortunately, Orion Wealth Management Portal is not tailored for compatibility with Apple Vision Pro.
