About Our Integration

Quik! and Orion integrate to make forms fillable with data from Orion Connect, interactive, and secure and signable—all within a web browser.

About Integration Partner

The Quik! Forms Engine (API) powers web, mobile, server and client solutions with ease. Customers and partners alike use the Quik! Forms Engine to build their ideal workflow and business process with seamless integration to forms.

Points of Integration

• Access to Orion Household-Level Data
• New Account Center Integration

About Our Integration

Orion integrates with Kwanti to provide easy navigation between the platforms, along with account and model portfolio data for their platform to analyze.

About Integration Partner

Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects.

Points of Integration

• Access to Orion Household-Level Data
• Single Sign-on

About Our Integration

Access an export of your Orion database in ATA RiskStation™ to calculate risk and create detailed reports, in mass, daily.

About Integration Partner

ATA RiskStation was developed to meet the portfolio risk oversight needs of wealth managers, hedge funds, family offices, pension plans, and endowments. The platform delivers a structured, customizable and repeatable daily process for assessing portfolio risk by leveraging a highly intuitive graphical reporting interface and delivering all this functionality at a price point that is truly market-leading in terms of value.

Points of Integration

• Access to Orion Household-Level Data
• Single Sign-on

About Our Integration

Advisors can easily access the BizEquity business valuation database, launched from Orion Connect, to search for great prospects looking to sell their businesses. Advisors can best serve their business-owning clients by providing access to the BizEquity valuation wizard in the Orion Client Portal. Clients complete the easy to navigate questions, immediately seeing how each answer impacts the value of their business and receive a complete analysis when finished.

About Integration Partner

BizEquity is the world’s leading provider of business valuation knowledge and big data. Their business valuation tools provide an opportunity for advisors to provide this information to their clients to create a more comprehensive financial picture

Points of Integration

• Single Sign-on

About Our Integration

Pull household and account-level data from Orion into Asset-Map to view custodial investment accounts alongside other assets and liabilities captured in their platform.

About Integration Partner

Asset-Map is an interactive visual experience used by thousands of financial professionals to help their clients gain a better understanding of their financial situation and make more informed financial decisions. It focuses on the entire household and how those decisions impact each other, in addition to sharing how funded someone is for their financial priorities in real-time.

Points of Integration

• Access to Orion Household-Level Data
• Insight Presentation Integration

About Our Integration

Orion integrates with CAIS to provide a single sign-on into the CAIS platform, where advisors can browse and select funds and other products.

About Integration Partner

The CAIS platform is a user-friendly environment for wealth managers to browse, select and transact funds and other products easily. The hub can also be used to view due diligence summaries, construct portfolios, track client investments and access thought leadership pieces.

Points of Integration

• Single Sign-on

About Our Integration

Automatically push household and account-level data, sharing the trade history needed to file securities class action claims on behalf of your clients.

About Integration Partner

Chicago Clearing Corporation (CCC) is the securities class action settlement recovery specialist. Now entering its third decade, CCC is uniquely suited to address all of your clients’ class action needs. Since inception, the firm has recovered over $300 million for its clients—$120 million since 2009 alone.

Points of Integration

• Access to Orion Account-Level Data
• Access to Orion Household-Level Data

About Our Integration

Enjoy easy access to documents for both advisors and clients. With this integration, advisors can access the platform as an App within Orion, while clients can interact with their FutureVault directly within the Client Portal.

About Integration Partner

FutureVault is an intelligent personal and business information management company. FutureVault’s suite of products offers partner organizations a powerful white label SaaS solution to acquire, reward & retain their clients, members and employees. FutureVault enhances a partner organization’s ability to manage key client segments and provides its end users with the ability to digitally deposit, store, and manage their information through a highly-structured, instructive interface across multiple entities.

Points of Integration

• Orion Client Portal Integration

About Our Integration

Run reports directly to Egnyte, share documents through the Client Portal, and even allow clients to link their own Egnyte accounts for added transparency and collaboration.

About Integration Partner

Egnyte transforms business through smarter content, allowing organizations to connect, protect, and unlock value from all their content. Their Content Intelligence platform delivers smart content collaboration and governance in the cloud or on-premises to thousands of businesses around the world in even the most regulated industries.

Points of Integration

• Orion Client Portal Integration

About Our Integration

Access Genivity’s HALO assessment through the Orion Client Portal, or access the Genivity platform directly through a single sign-on in Orion.

About Integration Partner

Genivity is an AI software platform helping advisors engage clients and retain next generation heirs through life stage, health risk, & care cost planning. Genivity’s dynamic client engagement tool that predicts family & lifestyle-based health risks to help advisors provide more comprehensive, targeted advice to clients, and better communication with the family.

Points of Integration

• Orion Client Portal Integration
• Single Sign-on

About Our Integration

Export household and account-level data into inStream to create and support your client’s financial plans. Various plan elements can also be pulled back into the Orion Report Builder and Client Portal to share with your clients alongside other comprehensive data you maintain in the platform.

About Integration Partner

inStream is an innovative “cloud-based” wealth management & financial planning platform that is quickly revolutionizing the way wealth managers deliver advice to their clients. Devised by an advisor, inStream performs a complete “annual review” for all of an advisor’s clients every single evening, and every single morning generates an updated financial plan and series of alerts based on the nightly review that tells the advisor which clients to call and what to discuss with them. inStream seamlessly integrates directly with Orion, which makes getting up and running easy, and ensures that the client data in inStream is always current. instreamwealth.com

Points of Integration

• Access to Orion Household-Level Data
• Orion Client Portal Integration
• Reporting Integration

About Our Integration

Junxure® integrates with Orion, importing household and account information from Orion and providing contextual reports and links, adding efficiency and access back to Orion at the click of a button. Orion connects with both Junxure Cloud™ and Junxure Premise.

About Integration Partner

Junxure is a CRM solutions provider and practice improvement firm that provides technology, consulting and training to financial advisors. Junxure and Junxure Cloud support enhanced productivity and stronger client relationships while ClientView Live offers secure private portals for clients. junxure.com

Points of Integration

• Access to Orion Household-Level Data
• Reporting Integration
• Single Sign-on

About Our Integration

Orion provides Laser App access to household data through our API, pushing data from the Orion New Account Center to populate new forms.

About Integration Partner

Laser App Anywhere is the mobile forms filling solution designed for the financial advisor. It is a pure web solution that operates across modern browsers on tablets, Macs, PCs, and even smart phones. The system integrates seamlessly web-based CRMs & account opening tools to prefill your investment, insurance, advisory, and broker-dealer forms. Once e-forms are prefilled, they can be printed, saved, or electronically signed & securely transmitted. Spend less time processing paperwork manually and realize the cost savings and increased productivity using Laser App Anywhere.

Points of Integration

• Access to Orion Household-Level Data
• New Account Center Integration

About Our Integration

This integration enables advisors to bring Max balances into Orion as an account. Advisors single sign-on from Orion Connect to the Max Advisor Dashboard to enable the flow of data to Orion. The dashboard also allows advisors to access real-time held-away cash balances, invite clients to open a Max account, and access collateral and documentation.

About Integration Partner

Max is an intelligent cash management service that provides investors with dramatically higher yield and broader FDIC insurance coverage on cash. Max monitors interest rates daily. Once a month, it instructs the transfer of funds among your clients’ own bank accounts to help maximize interest income, even as rates change – automatically. Max helps ensure a client’s funds are kept within FDIC limits while earning the highest interest rates among their group of online accounts.

Points of Integration

• Access to Integration Partner's Data within Orion
• Single Sign-on

About Our Integration

MyRepChat’s integrations with all major CRMs ensures conversations and contacts don’t need to be duplicated. The integration allows for expedited delivery of important and time-sensitive information.

About Integration Partner

MyRepChat is the only solution allowing for the compliant exchange of a text message between an advisor and their client to be created by an advisor. Financial advisors can now engage with their clients and prospects utilizing the most efficient method of communication available today.

Points of Integration

• Single Sign-on

About Our Integration

Access Orion account information and holding positions within NaviPlan® and Figlo™, using it to support the financial planning process.

About Integration Partner

Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. Our products include the NaviPlan, Profiles^™, and Figlo financial planning tools, the Advisor Briefcase^® marketing tool, and the Narrator^™ application builder. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal.

Points of Integration

• Access to Orion Account-Level Data
• Access to Orion Household-Level Data

About Our Integration

Orion integrates with PractiFi through the Salesforce app. The combination provides data syncing, household and account data on PractiFi records, along imbedded Insight tiles and deep, contextual links.

About Integration Partner

PractifFi’s platform combines clients’ financial goals, risk profile, cash flow, assets, and debt insurance into a single, unified view, while offering integrations with a wide variety of partners to help advisors strengthen their business ecosystems. With PraciFi, advisors can view all their Orion Accounts and Holding information from within the PraciFi client record and summarize account performance instantly in the Insights Dashboard.

Points of Integration

• Access to Integration Partner's Data within Orion
• Access to Orion Account-Level Data
• Access to Orion Household-Level Data
• Reporting Integration

About Our Integration

RightCapital integrates with Orion by pulling in client account details and values, saving you time and duplicate data entry.

About Integration Partner

Financial planning software done just right. RightCapital provides next generation financial planning solutions to financial advisors that helps advisors serves both baby boomers and Gen X/Y clients. Present a plan your clients can actually understand with no training required. The industry’s most intuitive user interface makes your job easier. No need to sit through endless training videos or waste time studying user manuals.

Points of Integration

• Access to Orion Account-Level Data

About Our Integration

RIA in a Box^® integrates with Orion to pull key representative and household-level data and ensure that an RIA firm is registered, notices are filed in the proper jurisdictions, and that the current Form ADV information is accurate.

About Integration Partner

Our mission at RIA in a Box is to enable fellow entrepreneurs to create their own registered investment advisory firms and receive the ongoing support they need to remain in constant regulatory compliance. We’ve helped over 2,500 investment advisers start an RIA firm and also provide ongoing monthly compliance assistance to over 1,300 SEC and state-registered RIA firms across the country. MyRIACompliance™ combines our team of experts with an online software platform to help RIA firms better manage and automate regulatory responsibilities.

Points of Integration

• Access to Orion Household-Level Data
• Access to Orion Representative-Level Data

About Our Integration

Orion and Salesforce utilize a two-way sync, so your data is accurate in both apps, all the time. When a change is made in one system, it’s updated and reflected in the other. Maintain portfolio data, open new accounts, and see all your portfolio data down to the individual transactions inside Salesforce, or utilize single sign-on access points within Salesforce to open the appropriate client and action in Orion.

About Integration Partner

Salesforce, the global CRM leader, empowers companies to connect with their customers in a whole new way.

Points of Integration

• Access to Integration Partner's Data within Orion
• Access to Orion Account-Level Data
• Access to Orion Household-Level Data
• Insight Presentation Integration
• Reporting Integration
• Single Sign-on

About Our Integration

Run reports directly to ShareFile, share documents through the Client Portal, and enable clients to link their own ShareFile accounts.

About Integration Partner

ShareFile is a secure content collaboration, file sharing and sync solution that supports all the document-centric tasks and workflow needs of small and large businesses. The company also offers cloud-based/on-premise storage, virtual data rooms and client portals.

Points of Integration

• Orion Client Portal Integration

About Our Integration

SmartOffice pulls Orion household, account, security and position data, making manual entry unnecessary, and automatically synchronizing client investment data between the two systems.

About Integration Partner

SmartOffice CRM helps your growing firms manage multiple lines of business and a large client base from anywhere, anytime—all while increasing the personal level of service that secures your position as your clients’ most trusted financial advisor. An easy-to-use, web-based, industry-specific financial advisor solution, SmartOffice ties together the diverse pieces of your business: people, process, and systems. As a result, your entire office can do business faster while building and maintaining strong client relationships that drive more business.

Points of Integration

• Access to Orion Account-Level Data

About Our Integration

Orion provides Telemet data through an API to power the Telemet Orion platform.

About Integration Partner

Telemet America offers an investment information platform and service. For almost four decades, investment professionals have enjoyed Telemet’s market data platform with real-time prices, financial data, and analytics.

Points of Integration

• Access to Orion Account-Level Data
   

About Our Integration

Orion integrates with Tolerisk allowing advisors to easily import client portfolios into the platform for analysis. The platform helps you communicate your client’s Tolerisk Score and probability of running out of money on a clear and concise dashboard in the Orion Client Portal.

About Integration Partner

Tolerisk measures the clients willingness and their ability to take investment risk, by incorporating their cash-flow. All factors are combined into a simple, measurable and actionable risk directive.

Points of Integration

• Access to Orion Account-Level Data
• Access to Orion Household-Level Data
• Orion Client Portal Integration

About Our Integration

Share and access data across platforms, and allow clients to add accounts and view their comprehensive Wealth Access Balance Sheet within their Client Portal. In addition, Wealth Access also integrates with the Orion’s Insight platform, combining Orion’s widgets with their own to create a variety of dashboards.

About Integration Partner

Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals.

Points of Integration

• Access to Orion Account-Level Data
• Insight Presentation Integration
• Orion Client Portal Integration
• Single Sign-on

About Our Integration

View account-level data from Wealthbox within Orion, and easily move between platforms with multiple single sign-on points.

About Integration Partner

Wealthbox CRM is designed for financial advisors to track client relationships and collaborate as a team with ease. With a modern design, intuitive workflows, and no training required, advisors can sign-up-and-go at www.Wealthbox.com.

Points of Integration

• Access to Orion Account-Level Data
• Single Sign-on

About Our Integration

Through Orion’s integration with FIX Flyer, you can send equities and ETF trades in real-time to your custodian, and also process mutual fund trades with select custodians.

About Integration Partner

FIX Flyer develops advanced technology for managing complex, multi-asset, institutional securities trading using highly scalable software and network technologies.

Points of Integration

• Trade Files

About Our Integration

Orion & Fidelity Clearing and Custody Solutions integrate to offer a digital account opening workflow, SSO to Wealthscape, tiles on Orion’s presentation tool, Insight, and advanced trade file capabilities.

About Integration Partner

Fidelity Clearing & Custody Solutions^® provides banks, broker-dealers, RIAs, family offices, and wealthy families the technology, thinking, and collaboration to help them achieve their unique goals.

Points of Integration

• Access to Integration Partner's Data within Orion
• Digital Account Opening
• Insight Presentation Integration
• Single Sign-on
• Trade Files

Learn More

About Our Integration

eMoney pulls account balance and performance data to help aid in the financial planning process. The ability to run Orion reports on demand inside eMoney and view Orion statements inside the eMoney vault adds additional efficiencies.

About Integration Partner

eMoney Advisor, LLC (“eMoney”) offers transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney’s software and resources are tailored to transform the advisor’s ability to implement comprehensive financial plans and prepare clients for a secure financial future.

Points of Integration

• Access to Orion Account-Level Data
• Orion Client Portal Integration
• Reporting Integration
• Single Sign-on

About Our Integration

Orion integrates with MoneyGuide by pushing Household/Account level data in MG for use in financial plans. Then Orion can pull back Financial Plan report elements including the Plan Summary, Monte Carlo Results, Net-Worth Summary, and Insurance Information into the Report Builder, Insight, and Client Portal Apps.

About Integration Partner

MoneyGuide, created by PIEtech^®, is an interactive web-based financial planning software that scales to meet the needs of all financial professionals. Smart and adaptable, you can now provide a profitable planning experience for every client.

Points of Integration

• Access to Orion Account-Level Data
• Insight Presentation Integration
• Orion Client Portal Integration
• Reporting Integration
• Single Sign-on

About Our Integration

Orion can provide extensive data to Fi360 that provides them the foundation to provide analysis and education about your practice.

About Integration Partner

Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors.

Points of Integration

• Access to Orion Account-Level Data
• Access to Orion Household-Level Data

About Our Integration

Advisors can easily create Everplans accounts for clients directly from Orion, as well as single sign-on to Everplans. Additionally,  advisors can receive alerts through Orion when their clients’ deputies request an Everplan of their own.

About Integration Partner

Everplans Professional is a Life and Legacy planning tool that allows financial advisors to collaborate with their clients to create a complete, organized, and shareable plan for their family in case something happens to them. Clients are guided through a simple step-by-step process to organize their legal, financial, healthcare and other information with the help of their advisor. They can then share those vital documents and personal requests with their loved ones, who we call “Deputies”. Wills, funeral wishes, digital account information, and even what kind of food the cat prefers are captured in the Everplan.

Points of Integration

• Single Sign-on

About Our Integration

Orion integrates with Charles Schwab to provide a single sign-on to the Charles Schwab Advisor Center, real-time data from the OpenView Gateway in an Insight dashboard, and a seamless digital account opening process sending new account information, change of address and service requests from Orion to Charles Schwab.

About Integration Partner

At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity. 

Points of Integration

• Access to Integration Partner's Data within Orion
• Access to Orion Account-Level Data
• Digital Account Opening
• New Account Center Integration
• Orion Client Portal Integration
• Single Sign-on
• Trade Files

Learn More

About Our Integration

Orion receives daily data files from BNY Mellon Pershing. Additionally, the Orion and BNY Mellon Pershing integration supports integrated trade file capabilities, as well as advisory fee billing files.

About Integration Partner

As the industry’s largest provider of clearing and settlement solutions, BNY Mellon’s Pershing can help you power your business by driving growth, creating scale and managing costs, and helping you stay ahead of new regulations. And the depth of our client base allows us to facilitate dialogue and bring the best solutions to all of our clients.

Points of Integration

• Advisory Fee Billing Files
• Daily Data Files
• Trade Files

Learn More

About Our Integration

The Monte Carlo analysis tile provides a powerful goals-based financial projection function that allows an advisor to use Orion as an integral part of the financial planning process. An advisor can easily model actual portfolio options for their clients to interactively highlight the impact of the client’s savings, investing and spending decisions up to retirement and through the retirement draw-down phase. This tool provides a seamless and interactive financial planning capability that helps build trust with clients and demonstrates value to prospective clients.

About Integration Partner

FinMason is the world’s largest independent investment analytics engine for financial services platforms. The Boston-based financial technology firm provides access to more than 700 calculations on every publicly traded asset in the world delivered through one simple API.

Points of Integration

• Access to Orion Account-Level Data
• Insight Presentation Integration
• Orion Client Portal Integration

About Our Integration

Quickly and easily launch Benzinga Pro from Orion Connect.

About Integration Partner

Benzinga is a security research platform that lets you discover and understand news that moves stock prices — with plenty of time to make effective trades. Use custom news alerts, company calendars, live squawk, and the screener to create more structured trading decisions.

About Our Integration

Connecting your IncomeConductor segmented retirement income plans with your Orion Advisor platform provides you with the ability to associate your clients’ accounts and sub-accounts with one or more income plan segments in just one click. Daily automated updates of your client account values ensure that you can easily monitor all your plans and act quickly when opportunities arise to meet with clients and make important plan modifications.

About Integration Partner

IncomeConductor is a comprehensive income distribution strategy, not a single product solution. IncomeConductor’s platform provides financial professionals the ability to create, track and manage customized income plans that deliver a structured yet dynamic withdrawal strategy to their clients throughout the next phase of their lives.

Points of Integration

• Access to Orion Account-Level Data

About Our Integration

Orion integrates with CardConnect’s BluePay Gateway using the credit card information entered at the Household level in Orion to link to the CardConnect payment system. This connection is then used during the billing process to charge advisory fees to the client’s credit card and then receive updates on the posted payments in a Fee Collection instance in the Orion Bill Generator.

About Integration Partner

CardConnect is a payments platform that helps businesses of all sizes grow through the seamless integration of secure payment processing to industry-leading software solutions like Orion Advisor Tech. Since 2006 we’ve been busy developing and advancing payment solutions protected by our patented, PCI-validated security defenses. Each day we do our best to provide high-quality and customized support to businesses so they can reach their own growth goals. CardConnect was acquired along with BluePay by First Data in 2017 and is now part of Fiserv.

Points of Integration

• Access to Orion Household-Level Data

About Our Integration

Supernova authenticates and pulls in data from Orion to complete the application for a Securities Based Line of Credit. Everything is digital, so clients can pledge their securities as collateral and have a line of credit with just a few clicks.

About Integration Partner

Supernova offers the industry’s first and only cloud-based, fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of the loan. By combining thought leadership in suitability and risk management with industry-leading education and the latest technology, Supernova enables advisors to deliver holistic, goals-based advice and to help their clients achieve financial wellness.

Points of Integration

• Orion Client Portal Integration

About Our Integration

A portfolio risk discovery tool, factorE uses Orion holdings data to assess the risk in a portfolio by applying machine learning to help you understand where risks are coming from. Using factorE’s factor-based scenario analysis, you can show your clients how they might have fared in past events.

About Integration Partner

factorE is a portfolio communications platform that empowers investment professionals to have personalized discussions about investment solutions. The company aims to bring scalability to the wealth management vertical using improved data analytics and user feedback to optimize the way we communicate about risk.

Points of Integration

• Access to Orion Account-Level Data

About Our Integration

LifeYield’s integration draws on Orion’s client data to generate financial analytics highlighting opportunities to reposition assets for greater household tax efficiency.

About Integration Partner

Communicating about portfolio tax ramifications can be uncomfortable when doing so too late in the game. With LifeYield, advisors can bring that conversation to the forefront with a Taxficient Score, plus suggestions on how to make the portfolio more tax efficient.

Points of Integration

• Access to Orion Account-Level Data
• Access to Orion Household-Level Data

About Our Integration

The integration takes the results from their extensive 11-question risk questionnaire and displays three different scores into Orion Connect: Risk Capacity, Risk Preference and Portfolio Risk Score, so you always know where you stand on the risk spectrum.

About Integration Partner

Tifin Risk provides a defensible multi-scoring risk tolerance toolkit that enables financial advisors, insurance agents, and plan sponsors to create a more accurate investment strategy. Financial services organizations of all sizes utilize Tifin’s proprietary risk scoring models to calculate portfolio risk based on an investor’s current life situation and not just their risk preferences.

Points of Integration

• Orion Client Portal Integration

About Our Integration

Advisors can solicit the help of a digital assistant, named Benjamin, to do things like schedule client meetings through your CRM and run Orion reports ahead of those meetings so you don’t have to.

About Integration Partner

Benjamin is the financial advisor industry’s premier cloud A.I. assistant which seamlessly integrates the software tools and data used by advisors and their teams to better service their clients. Benjamin elegantly automates a myriad of time-consuming and menial yet imperative tasks, providing the advisor more time to foster value-added customer relationships.

Points of Integration

• Reporting Integration

About Our Integration

Orion provides extensive account, household, security, position and taxlot-level information to the Blaze Portfolio system. This allows advisors to seamlessly manage their portfolios and investment strategies in order to send trades in real-time to brokers and custodians.

About Integration Partner

Blaze Portfolio develops streamlined, user-friendly trade management solutions for investment managers, RIA’s, wealth managers, broker dealers, family offices and industry partners. Blaze’s proprietary SAAS platform empowers clients with flexible modeling, cash management, householding, tax optimization, trade compliance, and real-time electronic trading.

Points of Integration

• Access to Orion Account-Level Data
• Access to Orion Household-Level Data
• Trade Files

About Our Integration

Orion account information is automatically made available throughout the entire RiskPro client and account dashboards, in proposals and account reviews as well as throughout our home office dashboards, model analytics, and reporting. RiskPro can also update Risk Budget, Risk Profile, portfolio and UMA details in Orion. RiskPro and Orion update user and account-related information together daily, but portfolio construction is in real-time.

About Integration Partner

RiskPro is a state-of-the-art risk profiling, proposal generation and automated risk surveillance platform that evaluates, clearly defines and articulates risk for investors, RIAs and Broker-Dealers. Their goal is to help standardize the risk management process and to take the ambiguity out of risk conversations among investors, RIAS, Compliance and portfolio managers.

Points of Integration

• Access to Orion Account-Level Data
• Access to Orion Household-Level Data

About Our Integration

Morningstar^® ByAllAccounts^SM provides financial account aggregation from over 15,000 different financial institutions to Orion advisors and their clients. Advisors can collect a 360 degree view of their clients’ assets, both held direct and held away. Orion uses this aggregated data to drive performance reporting and holistic reporting for their advisors.

About Integration Partner

Morningstar^® ByAllAccounts^SM is an aggregation provider that focuses exclusively on investors, advisors, and the enterprises who support them. With over 22 years of experience, Morningstar^® ByAllAccounts^SM understands what it takes to deliver high-quality, interoperable account data for the complex needs of the wealth management industry. They are a trusted partner of the industry’s leading portfolio management platforms.

Points of Integration

• Daily Data Files
• Single Sign-on

About Our Integration

The Equity Custodial System is a combination of technology licensed from Orion Advisor Solutions, and proprietary technology developed for Equity Advisor Solutions. As a result, we have full integration with Orion and Orion’s integration partners. Account open, trading, billing, deposits, and disbursements are all processed in the Orion/Equity system. Included in our offering is SSO from Orion via a Connect application direct to Equity’s inquiry and action system, the Equity App.

About Integration Partner

Equity Advisor Solutions provides custom technology and back-office solutions to Registered Investment Advisors and Broker Dealers. Our open-architecture structure allows advisors to custody their client assets on one custodial platform with Equity Trust Company, including: alternative investments (REITs, real estate, private equity), mutual funds, stocks, ETFs and more. We help advisors make their practice more efficient while enhancing the client experience. We provide a customized client portal, mobile app, billing support, performance reporting capabilities and other back-office solutions. Our sophisticated trading technology allows advisors to trade at the individual, global or model level. Equity Advisor Solutions is an affiliate of Equity Trust Company.

Points of Integration

• Advisory Fee Billing Files
• Digital Account Opening
• Orion Client Portal Integration
• Reporting Integration
• Trade Files

Learn More

About Our Integration

To help advisors create a centralized, more cohesive financial journey for their clients, Orion and Focus Financial launched a joint venture to add Focus’ digital advisor banking, lending and cash management program, Focus Client Solutions (FCS), to the Orion platform. Learn more: www.OrionAdvisorTech.com/lendingandcashmanagement

About Integration Partner

FCS, a subsidiary of Focus Financial Partners, LLC, has developed relationships with a national network of banks and non-bank lenders to provide these solutions to Focus partner firms. FCS offers access to cash management and lending alternatives for personal, business and nonprofit needs, empowering advisors to compete with private banks and wirehouses.

Points of Integration

Once FCS is fully integrated into the Orion platform in late 2021, advisors will be able to kick off new loan requests automatically. Following the loan creation and approval process managed within the Orion Client Portal, advisors can then connect these loans to an investor’s financial plan via Orion Planning. Ultimately, advisors will be able to monitor the loan and showcase its value as an asset or liability through Orion’s custom and dynamic reporting capabilities.

Points of Integration

• Access to Integration Partner's Data within Orion

About Our Integration

Orion integrates with iCapital to provide a single sign-on into the iCapital platform, where advisors can browse and select funds and other products.

About Integration Partner

iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors.

Points of Integration

• Access to Integration Partner's Data within Orion
• Single Sign-on

About Our Integration

Orion’s integration with Milemarker helps to organize your data into powerful warehouses, API’s and applications.

About Integration Partner

Milemarker helps advisory firms unlock the power of their data and enables them to integrate the information and systems they need to deliver unique solutions and workflows.

Points of Integration

• Access to Integration Partner's Data within Orion
• Access to Orion Account-Level Data
• Access to Orion Household-Level Data
• Access to Orion Model-Level Data
• Access to Orion Representative-Level Data
• New Account Center Integration
• Orion Client Portal Integration