Important Update: Review Needed for Dynamic Model Allocations

Incident Report for Orion Advisor Technology, LLC

Resolved

The Dynamic Models issue has been resolved. Impacted portfolios are on a "Needs Analytics" status and can be run by clients as needed. We apologize for the inconvenience.

Posted May 01, 2024 - 10:53 CDT

Investigating

We have identified an issue with target allocations in Dynamic Models where target percentages may appear inaccurate. This issue is currently affecting only firms using dynamic models. We are actively working on a solution. In the meantime, we encourage clients to carefully review their rebalances before executing trades.

Posted May 01, 2024 - 09:53 CDT

This incident affected: Platforms (Eclipse).