The new features will allow advisors to digitally open accounts. Through the Orion Connect portal, they will be able to access account opening workflows, client dashboards and account reporting from one central dashboard. They will be able to view account plans and make contributions or withdrawals online.

"The financial industry's quick pivoting around the DOL regulatory changes coupled with technology changes has taught all of us that the core of our industry is as prone to volatility as the stock market," said CLS Investments’ chief executive, Ryan Beach. 

"The enhancements to CLS's Autopilot program provides advisors and their clients with a technology solution and central hub to seamlessly assist with industry changes, whatever they are, whenever they may come."