The Applications You Can't Work Without
With hundreds of deep integrations and a flexible open API framework, you can create the tech stack that works best for your business.
37-48 of 100 results
factorE
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
Feathery
About Our Integration
Feathery’s Orion integration allows bidirectional syncing of client data between the advisor’s Orion account and their Feathery forms. Automatically prefill existing client and financial information from Orion and send updated information back to Orion to track.
List of available Orion integration actions within Feathery:
- Get, Create and Update actions for:
- Portfolios
- Trading Models
- Billing Information
- Get actions for:
- Client Net Worth
- Performance Data
- Risk Profiles
Feathery’s Redtail integration allows bidirectional syncing of client data between the advisor’s Redtail account and their Feathery forms. Automatically prefill existing client information from Redtail, and send updated information back to Redtail to track.
List of available Redtail integration actions within Feathery:
- Get, Create and Update actions for:
- Contacts
- Families
- Activities
- Seminars
- Opportunities
- Workflows
About Integration Partner
Feathery automates client onboarding and servicing for RIAs and broker-dealers, including automated custodial account openings and transitions. We have direct document & API integrations with all major custodians and also support bidirectional syncing of client data with major wealth tools like Orion, Redtail, and many more.
Orion Points of Integration
- Orion Portfolio Bidirectional Sync (Portfolios, Households, Accounts, etc.)
- User Creation (Representative, Advisor, Client)
- Orion Planning Data Fetch (Financial info)
- Orion Risk Data Fetch (Profile, Stress Test, Survey Results)
- Orion Reporting Scope Data Fetch (Performance Data)
- Orion Billing (Billing Instance Creation, Generate Bills, Request/Review Data)
Redtail Points of Integration
- Map data within Redtail (Contacts) into digital forms in the Featherly platform
Compliance Code: 2 7 4 1, Orion Advisor Technology, October 24, 2024
Fi360
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
Fidelity Clearing and Custody Solutions
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
FinMason
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
FIX Flyer
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
Flourish
About Our Integration
Flourish has a direct custodian integration with Orion. Advisors can view Flourish balances and position data alongside all other client assets. Visibility into held away assets like cash and crypto in Flourish accounts gives advisors a more holistic view of their clients' holdings.
About Integration Partner
Flourish builds technology that empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors. Today, the Flourish platform is used by more than 550 wealth management firms representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual.
1191-OAT-4/27/2023
Focus Client Solution
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
FutureVault
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
Genivity
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
Goldman Sachs
About Our Integration
Orion integrates with Goldman Sachs to provide the ability to view account details, generate fee files, facilitate trading and sync custodial documents such as tax forms, monthly statements and trade confirmations.
About Our Integration Partner
Goldman Sachs Advisor Solutions offers independent advisors access to institutional-grade solutions and custody services, transforming the advisor experience with an intuitive, digital-forward platform that enhances transparency and gives advisors greater control over their businesses. Their modern, nimble, and ever-evolving open architecture network connects advisors to best-in-class services and tools. More than just a custodian, Goldman Sachs Advisor Solutions is a gateway to the institutional power of Goldman Sachs.
Points of Integration
- Access to Integration Partner’s Data within Orion
- Access to Orion Account-Level Data
- Daily Data Files
- Orion Client Portal Integration (Documents)
- FIX Trading
- Advisory Fee Billing Files
Contact Information
Integrations Contact: gs-ria-integrations@gs.com
2977-OAS-10/30/2023
iCapital
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