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 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.

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

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

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

Luminary’s partnership with Orion allows advisors to easily sync data to Luminary so they can leverage a powerful feature set to visualize and manage trust and estate strategies for their clients. Advisors can sync their client profiles and entities in Luminary with existing Orion portfolios in just a few clicks. This seamless connection ensures trust and estate plans have up-to-date asset and account values, enabling advisors to provide timely and accurate advice.

About Integration Partner

Luminary is a data and collaboration platform purpose built for trust and estate services.
 
Our platform uses human-in-the-loop AI assistance to digitize information otherwise trapped in original documents, and connect it with applications for visualization, what-if scenario modeling, and tax value creation tracking.
 
Luminary’s customers are leaders in the delivery of tax efficient wealth transfer guidance for complex clients, including investment managers, professional services practices, and family offices. We aim to help our customers increase capability and capacity, reduce cost and risk, and quantify the value planning adds to their clients.
 
The founding team, led by CEO David Barnard, has deep experience in wealth management and software development. Learn more at www.withluminary.com.

Points of Integration

Data sync between Luminary and Orion to pull in:

• Households
• Portfolio groups
• Accounts
• Assets (including asset class)

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 Integration Partner

Originally founded in 1984, MGL Consulting, LLC (MGL) is nationally recognized in the financial industry as a leading provider of regulatory compliance consulting services to broker-dealers, investment advisers, and commodities firms. Our team of experienced professionals have more than 400 years of collective experience encompassing compliance, regulatory, accounting, and legal disciplines. Our firm’s broad industry experience and depth of knowledge provide welcome, cost-effective best in class solutions to many of the compliance and staffing challenges facing firms in today’s changing regulatory and business environment.

For information please call 281-863-6115.

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

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

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

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