Orion had a build last weekend! Check below for notes on the new functionality that was released.
TRADING
Enables model aggregates as a “Default Holdings Grouping” and this will be an available option to group by in the Client Portal.
Allows Reps to be able to edit the Model Aggregate if they have permission to edit the underlying model or model aggregate.
For sleeve-trading firms using the Distribution tool, adds a distribution full Registration-rebalance option. With it, a firm will be able to fund for a distribution but still process a Reg-level rebalance.
Adds the ability to edit blocks en masse.
Allows editing prices on closed mutual fund orders.
The Trade to Target Percent tool can now be made to protect cash in three ways: 1. Allow all cash to be spent 2. Protect only the entered minimum cash amounts 3. Protect the full model target of cash (including minimum cash amounts).
Creates the ability to add a model substitution for a sleeve within the Sleeve Strategy app.
Updates TD Trade File to remove the blocking feature as an option. This will put the Equity/ETF trades in the client account.
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