Investment Portal Processing Delay

Incident Report for Orion Advisor Technology, LLC

Update

Processing of Investment Portal model changes and rebalances is complete. Dynamic model pricing updates remain impacted. Clients planning to trade dynamic models today should confirm that the applicable model has received today’s pricing update before proceeding.

Please contact Service at Orion Support or investmentportal@orion.com for assistance confirming the status of a specific model.
Posted Nov 13, 2026 - 12:36 CST

Monitoring

Processing of Investment Portal model updates is underway. Given the remaining volume, processing may continue through market close. Clients planning Investment Portal model-related trades today should use caution and consider delaying those trades until processing is complete.

If you need to place model-related trades today, please contact Service at Orion Support or investmentportal@orion.com to confirm that the specific model you intend to trade has completed processing before proceeding.

We will continue to monitor progress and provide additional updates as processing continues.
Posted Nov 13, 2026 - 11:47 CST

Investigating

We are investigating delays affecting the processing of the Investment Portal "Strategist" model. Some clients may experience disruptions to model updates, rebalances, and trading activity.

Our teams are actively working to resolve the issue.
Posted Nov 13, 2026 - 10:09 CST
This incident affects: Platforms (FIX Trading).