Independence. No regrets.

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

Pull basic account information and balances through Orion’s web services into Advisors Assistant, making it easier to maintain accurate data across platforms.

About Integration Partner

Advisors Assistant is a comprehensive Contact Management System that helps you keep in touch with your clients to keep them from straying to other advisors. It also helps you organize your office, work more efficiently, and increase sales.

Points of Integration

• Access to Orion Account-Level Data

About Our Integration

Orion integrates with AdvisoryWorld’s Scanalytics Research and Reporting platforms. In addition, new households and accounts captured by AdvisoryWorld’s Proposal platform are created in Orion’s New Account Center for easy review and management.

About Integration Partner

AdvisoryWorld provides Asset Allocation, Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations, Workflow and Document Management, and Financial Planning Software Applications to investment professionals including Registered Investment Advisors, Wealth Managers, Broker Dealers, TAMPs, Banks and Insurance Companies.

Points of Integration

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