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

About Our Integration

Access Orion account information and holding positions within NaviPlan® and Figlo™, using it to support the financial planning process.

About Integration Partner

Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. Our products include the NaviPlan, Profiles^™, and Figlo financial planning tools, the Advisor Briefcase^® marketing tool, and the Narrator^™ application builder. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal.

Points of Integration

• Access to Orion Account-Level Data
• Access to Orion Household-Level Data

About Our Integration

The integration today provides a simple advisor Single Sign-on to the Nexa Insight advisor dashboard, but we are looking for feedback on where to enhance next. Advisors can imbed their client survey link in the Orion Client Portal either as a part of the welcome message that pops up when a client logs in or on the Advisor commentary area.

About Integration Partner

Measure client engagement with a solution built for financial advisors. Nexa Insights provides powerful survey and client feedback tools based on expert experience to help you get to know your clients and how they view your relationship and your technology. Survey results are presented in an easy-to-use, dynamic, insightful dashboard which Advisors can use to improve their relationships and firm practices.

Points of Integration

• Single Sign-on

About Integration Partner

NexTier provides outsourced accounting, compliance, and human resource solutions to investment advisory firms. From strategic planning to innovative solutions, our focus is building an efficient and results-driven relationship.

About Our Integration

AltExchange and Orion have partnered to provide advisors and their clients with a fully-automated, seamless alternative investment management experience. Through AltExchange's connections and machine learning technology, advisors can automate alternative investment management and unlock the ability to aggregate, report, and bill on alts, while clients can access real-time performance reporting for a holistic view of their wealth.

About Our Integration

The Orion and Nitrogen integration allows you to seamlessly drive your business from proposal to trading to reporting. You can easily sync portfolios and models from Orion directly into Nitrogen to continue your proposal process. Now, it's easier than ever to use that data in Orion’s Report Builder and Client Portal. 

About Integration Partner

Nitrogen created the world’s first growth platform for financial advisors and wealth management firms. Tens of thousands of firms win prospects faster, drive a personalized client experience, create client and portfolio alignment, attract top talent, access sophisticated analytics, and turn compliance into a profit center with Nitrogen.

Points of Integration

• Access to Orion Household-Level Data
• Orion Client Portal Integration
• Orion Report Builder Integration
• Self-service Integration

About Our Integration

Northfield is integrated within Orion platforms to provide risk analysis and tax optimization solutions to give advisors the ability to execute various strategies like personalized indexing involving risk/return tradeoffs in a tax efficient manner during the portfolio rebalancing process.

About Integration Partner

Northfield is a leader in providing scalable portfolio analytics and risk management tools to asset owners, institutional investment managers, private wealth managers and financial service providers to understand their intended risk bets and to act when appropriate during portfolio rebalancing with or without tax considerations. Northfield solutions cover all asset classes including all publicly traded securities, OTC derivatives and alternatives and advisors can rebalance at the account and/or household levels.

Learn More

Points of Integration

• Access through Astro, Orion’s customized SMA rebalancing solution
• Access through Eclipse Trading, Orion’s integrated portfolio rebalancing and trading platform