Potential Data Reconciliation Delays 12/1/23

Incident Report for Orion Advisor Technology, LLC

Resolved

Good Morning,

We are experiencing potential data reconciliation delays to across all custodians this morning due to a technical processing issue which has since been resolved. Our team is working to mitigate delays and complete Data Reconciliation timely and accurately.

Please be diligent in checking the status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,

Orion Data Team
Please do not reply to this email.
Posted Dec 01, 2023 - 06:57 CST
This incident affected: Orion Internal Systems (Orion Case Management System, Orion Phone System, Orion Email), Platforms (Orion Connect, Advisorlynx.com, Mobile App, Client Portal, Reporting, Citrix / Advisor Desktop, www.OrionAdvisor.com, Orion Social, TOM, Eclipse, FIX Trading, ASTRO, Financial Planning), and Server Instances (Instance 1, Instance 2, Instance 10, Instance 11, Instance 12, Instance 13, Instance 14, Instance 15, Instance 16, Instance 20, Instance 21, Instance 22, Instance 23, Instance 3, Instance 24, Instance 25, Instance 26, Instance 27, Instance 7005, Instance 7010, Instance 7018, Instance 7023, Instance 7025, Instance 7026, Instance 7015, Instance 7016).