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 Integration Partner

Core Compliance specializes in compliance and risk management for the financial industry. When building and enhancing your business, it is essential to have dedicated resources to support and ensure your success. Core Compliance understands the complexities of the securities business and offers solutions based on the unique culture, identity and needs of your firm.

About Integration Partner

CORE-CCO, LLC partners with leading and emerging private fund firms in Texas. We strive to provide quality outsourced compliance resources and expertise, designed to be an integral part of our clients’ daily operations, resulting in a stronger, more focused and competitive private fund firm. We work with a select group of private fund firms to provide a comprehensive solution that is proactive and tailored to each firm’s unique needs.

About Our Integration

Use Orion data to create client groups in your COREnology dashboard and send assessments to clients. Orion and COREnology also integrate to offer a single sign-on from Orion Connect to COREnology. 

About Integration Partner

The families who are most successful at growing and transferring their wealth have clarity around their “family capital”—they know who they are, what they value, and what they believe.  

Advisors use COREnology as a tool to onboard and retain clients. The software identifies the clients’ “family capital,” and helps advisors create a legacy plan that integrates the clients’ cherished values, beliefs, and life experiences to ensure their assets are passed on to the next generation with clear meaning, purpose, and intention. 

Points of Integration

• SSO

• Ability to pull Orion client data directly from a COREnology account

COREnology Website

0838-OAT-4/5/2024

DKA Consulting Group LLC provides regulatory compliance consulting services to registered investment advisers and broker-dealers.  Services offered include registrations, compliance testing, policies & procedures, regulatory exam support, and general consulting.  Our team members have 20 or more years of industry experience including roles as chief compliance officers, compliance program managers, and registration supervisors. Services offered are customized to ensure that compliance programs are reasonably designed to ensure compliance with all applicable regulatory requirements.

About Our Integration

• With direct access from Orion, advisors can seamlessly expand their offering to include annuities and insurance, strengthening their fiduciary process with scalable, fee-based solutions.  
• With robust data feeds from DPL to Orion, advisors can view position and transaction data, enabling the management of annuity assets within their Orion desktop.

About Integration Partner

DPL Financial Partners is the leading commission-free annuity marketplace bringing best-in-class solutions from the nation's top carriers to RIAs and their clients. DPL's commission-free products, proprietary tools, and embedded technology enable advisors to more holistically serve their clients and grow their practices with modern annuity and insurance solutions. Clients benefit from products that offer competitive pricing and transparent, fiduciary implementation to meet a range of needs in the financial plan.  

Points of Integration

• SSO
• Data feed

Learn More

0455-OAT-2/28/2024

About Our Integration

The seamless reporting integration empowers both advisors and end clients to view Eaglebrook client holdings for their digital asset managed accounts.  The integration is a direct feed that provides daily positions and transaction history allowing advisors to report and bill on client assets.

Furthermore, Eaglebrook’s partnership with Orion extends to a single sign-on (SSO) link, streamlining access for advisors to their Eaglebrook portal directly from the Orion platform.

About Integration Partner

Eaglebrook is a crypto investment platform that provides RIAs with direct access to bitcoin and digital assets. The firm operates one of the largest SMA Platforms in the crypto market. Eaglebrook is an SEC-registered investment advisor that works with over 50 RIAs and has over 650 financial advisors using Eaglebrook’s SMA Platform. The company is backed by leading wealth management executives and financial institutions, including Castle Island Ventures, Brewer Lane Ventures, and Franklin Templeton.

For more information about Eaglebrook, its products, services, and for important disclosures, please visit www.eaglebrookadvisors.com.

Points of Integration

1. SSO

2. Flat file data integration

Eaglebrook Website

0397-OAT-2/22/2024

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

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

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 Integration Partner

A virtual firm since inception, Essential Edge has grown into one of the leading temporary staffing firms in the financial services industry. Essential Edge delivers a wide range of outsourced compliance services for broker-dealers, RIAs, banks and insurance companies. Essential Edge provides core compliance services including, but not limited to branch office inspections, email and advertising review, and sales supervision. We are extraordinarily responsive every day of the year. Our team of consultants, with an average of 20 years of compliance and supervisory experience, stand ready to seamlessly supplement in-house efforts to satisfy the demands of regulators and financial advisors alike.  

Essential Edge's growth since inception has been tremendous. Its recent revenue explosion in the past three years is partly attributable to the rising costs of employees and the shift to remote work. Unlike the past, firms are paying a tremendous cost to hire, fire and train. Essential Edge fills the staffing gap for a wide range of firms. Due to our fee model and expert staff, many of our short-term engagements become permanent.  

The Founder of Essential Edge, Sander J. Ressler, worked for a large consulting firm prior to starting the company in 2011. He believes that an hourly rate model encourages higher fees and disincentivizes consulting firms to deliver a quality product on time. In addition, the overhead of a large consulting firm is passed directly onto clients, further inflating costs unnecessarily. Essential Edge turns this model on its head. As a virtual firm with a flat fee model, Essential Edge passes its dual cost savings on to clients, a measure that is cost effective in the short and long term. All flat fee engagements are negotiated up-front, and clients never receive an invoice greater than the agreed amount, unless the scope of the engagement was agreed to by both parties in writing previously.

Essential Edge has become a market leader because of its services and because we are unparalleled in our flexibility and exceptional client service. We listen to our clients and provide them with the expertise they need without the red tape and bureaucracy of larger consulting firms. Each client gets the help they need without the burden of having to fund the education of consultants who have never worked in the industry. 

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