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.
49-60 of 100 results
Income Lab
About Integration Partner
Income Lab’s retirement income management software improves client experiences and advisors’ practices with scalable tools for producing custom advice on adjustments to client spending and tax-smart withdrawal sourcing throughout the retirement journey. By integrating Orion and Income Lab, advisors can make providing this value to clients even more efficient and scalable.
IncomeConductor
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
inStream
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
Integrated Compliance Advisors
About Integration Partner
Integrated Compliance Advisors offers custom-tailored services to SEC-registered advisory firms to ensure compliance with the Investment Advisers Act of 1940. Our clients are not just a number; we guarantee the personal feel of a boutique environment. We integrate with our clients' compliance departments and aim to craft personalized compliance solutions for each firm, considering their unique business model and the regulatory landscape. From ongoing compliance guidance and hands-on regulatory exam support to specialized projects and more, we provide comprehensive solutions to meet our clients' specific and ever-changing needs.
Our tailored approach emphasizes proactive education on compliance matters and provides resources to streamline policies, procedures, and processes. Our recommendations are backed by our extensive industry experience and firsthand knowledge gained from working in numerous roles within an RIA office.
intelliflo redblack
About Our Integration
The integration enables you to sync client, account, holding, and cost basis data from Orion Connect to intelliflo redblack.
About Integration Partner
intelliflo redblack is an award-winning solution that offers comprehensive rebalancing and trading capabilities, including portfolio monitoring, tax loss harvesting, pre-trade and post-trade compliance and order management, all within a single multi-custodial solution.
Points of Integration
- Data Sync from Orion Connect
0966-OAT-4/19/2024
Investics
About Our Integration: Investics is integrated with Orion to provide the Manager Evaluation Analytics (iMEA) and other related services to the Orion community. iMEA evaluates, quantifies and ranks investment manager level of skill vs luck across over 24,000 share classes of 7,000 US registered funds, 700 investment manager firms and close to 100 asset class, broad allocation and peer group classifications. Identify the investment management firms and funds which have demonstrated the highest levels of persistent skill in the past and those which are expected to continue to outperform peers into the future and by how much. Standard statistical methodologies including cumulative sum, Bayesian frameworks and return based style analysis, along with AI machine learning and auto generated skill narration are utilized to produce the various metrics and visualizations.
About Integration Partner: Investics is an investment and data analytics company providing insights to help enhance the investment process of global investors. Investics offers a broad and deep, multi-asset class data and analytics platform across the risk and return spectrum, combining the key components of an investment analytics ecosystem including data marketplace, fabric, enrichment and visualization. Services include investment manager and fund performance insights, ESG, benchmarking, portfolio holdings and transactions linkages to over 120 financial institutions, accounting and trading systems, portfolio and security characteristics and reference data.
Points of Integration:
- SSO
0090-OAT-1/12/2024
Junxure®
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
Key Bridge Compliance
About Our Integration Partner
Key Bridge Compliance provides outsourced compliance services to Registered Investment Advisers (RIAs). KBC partners with RIAs who want to focus their time and resources on growing their business rather than the ever-changing regulatory landscape.
Kwanti
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
Laser App
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
LifeYield
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
Max for Advisors
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