About Our Integration

Quantum Group enables advisors to print and send paper statements to their clients through our Reporting application.

About Integration Partner

Quantum Group is a technologically enabled communications production firm that helps companies connect with their customers in personalized, unique and engaging ways. From the company’s roots as a high-quality commercial sheet-fed printer, it has evolved into a single-source, customer-centric communications partner with more than 300,000 square feet of state-of-the-art production and warehouse space. Quantum is compliant with FISMA, HIPAA and SOC 2 standards, reflecting a commitment to ensuring that information is safeguarded throughout the communications process.

Points of Integration

• Reporting Integration

About Our Integration

Quik! and Orion integrate to make forms fillable with data from Orion Connect, interactive, and secure and signable—all within a web browser.

About Integration Partner

The Quik! Forms Engine (API) powers web, mobile, server and client solutions with ease. Customers and partners alike use the Quik! Forms Engine to build their ideal workflow and business process with seamless integration to forms.

Points of Integration

• Access to Orion Household-Level Data
• New Account Center Integration

About Our Integration

RIA in a Box^® integrates with Orion to pull key representative and household-level data and ensure that an RIA firm is registered, notices are filed in the proper jurisdictions, and that the current Form ADV information is accurate.

About Integration Partner

Our mission at RIA in a Box is to enable fellow entrepreneurs to create their own registered investment advisory firms and receive the ongoing support they need to remain in constant regulatory compliance. We’ve helped over 2,500 investment advisers start an RIA firm and also provide ongoing monthly compliance assistance to over 1,300 SEC and state-registered RIA firms across the country. MyRIACompliance™ combines our team of experts with an online software platform to help RIA firms better manage and automate regulatory responsibilities.

Points of Integration

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

About Our Integration Partner

My RIA Lawyer helps financial advisers and firms navigate the legal complexities of the financial services world.  Combining compliance and legal under one umbrella, My RIA Lawyer provides a range of “keep me out of trouble” and “get me out of trouble” services.  Whether you are looking for a complete outsourced compliance solution with a My RIA Lawyer Chief Compliance Officer, attorneys to defend you in a state or SEC Enforcement matter, or something in between, My RIA Lawyer is your full service compliance and legal solution.

About Our Integration

RightCapital integrates with Orion by pulling in client account details and values, saving you time and duplicate data entry.

About Integration Partner

Financial planning software done just right. RightCapital provides next generation financial planning solutions to financial advisors that helps advisors serves both baby boomers and Gen X/Y clients. Present a plan your clients can actually understand with no training required. The industry’s most intuitive user interface makes your job easier. No need to sit through endless training videos or waste time studying user manuals.

Points of Integration

• Access to Orion Account-Level Data

About Our Integration

Orion account information is automatically made available throughout the entire RiskPro client and account dashboards, in proposals and account reviews as well as throughout our home office dashboards, model analytics, and reporting. RiskPro can also update Risk Budget, Risk Profile, portfolio and UMA details in Orion. RiskPro and Orion update user and account-related information together daily, but portfolio construction is in real-time.

About Integration Partner

RiskPro is a state-of-the-art risk profiling, proposal generation and automated risk surveillance platform that evaluates, clearly defines and articulates risk for investors, RIAs and Broker-Dealers. Their goal is to help standardize the risk management process and to take the ambiguity out of risk conversations among investors, RIAS, Compliance and portfolio managers.

Points of Integration

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

Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, helping make financial security more achievable. As of June 30, 2025, Russell Investments has $355 billion in assets under management for clients in 30 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world.

Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, helping make financial security more achievable. As of June 30, 2025, Russell Investments has $355 billion in assets under management for clients in 30 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world.

About Our Integration

Salentica integrates the Orion Connect platform with the Microsoft Dynamics CRM platform. They do also have a Salesforce overlay that works with Orion Connect as well.

About Integration Partner

Salentica CRM is a customizable Customer Relationship Management solution that is tailored to the needs of your wealth management business and is designed for firms of 10 users and more.

Points of Integration

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

About Our Integration

Orion and Salesforce utilize a two-way sync, so your data is accurate in both apps, all the time. When a change is made in one system, it’s updated and reflected in the other. Maintain portfolio data, open new accounts, and see all your portfolio data down to the individual transactions inside Salesforce, or utilize single sign-on access points within Salesforce to open the appropriate client and action in Orion.

About Integration Partner

Salesforce, the global CRM leader, empowers companies to connect with their customers in a whole new way.

Points of Integration

• Access to Integration Partner's Data within Orion
• Access to Orion Account-Level Data
• Access to Orion Household-Level Data
• Insight Presentation Integration
• Reporting Integration
• Single Sign-on

About Our Partner

Helping Organizations Bridge The Compliance Knowledge Gap.

Our team has over 100 years of combined experience in investment management regulation and compliance. Our professionals have served as SEC regulators, chief compliance officers, experienced securities attorneys and senior management of investment advisers, broker-dealers and fund administrators.

About Our Integration

Run reports directly to ShareFile, share documents through the Client Portal, and enable clients to link their own ShareFile accounts.

About Integration Partner

ShareFile is a secure content collaboration, file sharing and sync solution that supports all the document-centric tasks and workflow needs of small and large businesses. The company also offers cloud-based/on-premise storage, virtual data rooms and client portals.

Points of Integration

• Orion Client Portal Integration