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 March 31, 2025, Russell Investments has $331.9 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

About Our Integration

Smart Communications provides the platform that leading organizations trust to deliver personalized, consistent and compliant conversations across all touchpoints and channels. The Conversation Cloud™ consists of SmartCOMM™ for enterprise-scale customer communications, SmartIQ™ for digital forms transformation, and SmartDX™ for trade documentation. Over 650 enterprise organizations across the globe rely on Smart Communications to simplify and automate complex processes and deliver highly secure, frictionless experiences across the customer lifecycle. To learn more, visit smartcommunications.com.

About Integration Partner

A SmartIQ™ adaptive interview supports the collection of data for new accounts and service forms along with the generation of the appropriate financial advisor and custodian documents.  SmartIQ provides an integration through Orion's RESTful APIs that allows:

• Single Sign-On provides additional information about the user so their experience within the SmartIQ adaptive interview can be tailored.  (i.e. Financial Analysts are shown only a list of products they are allowed to sell; Managers can see all SmartIQ adaptive interviews in-progress for their team.)
• Retrieval of data from Orion to prepopulate the SmartIQ adaptive interview 
• Create or update Orion household objects
• Create or update Orion registration objects
• Create or update Orion account objects
• Other actions as provided by Orion RESTful APIs

1489-OAT-5/31/2023

About Our Integration

SmartOffice pulls Orion household, account, security and position data, making manual entry unnecessary, and automatically synchronizing client investment data between the two systems.

About Integration Partner

SmartOffice CRM helps your growing firms manage multiple lines of business and a large client base from anywhere, anytime—all while increasing the personal level of service that secures your position as your clients’ most trusted financial advisor. An easy-to-use, web-based, industry-specific financial advisor solution, SmartOffice ties together the diverse pieces of your business: people, process, and systems. As a result, your entire office can do business faster while building and maintaining strong client relationships that drive more business.

Points of Integration

• Access to Orion Account-Level Data

About Our Integration: This integration allows Orion and StratiFi customers to sync their account/sub-accounts and client data from Orion into StratiFi to see their portfolio's risk and have oversight on accounts. The integration also allows customers to combine sub-accounts to see the risk across them, and allows firms to sync data for select representatives.

About Integration Partner: StratiFi offers a risk management platform tailored for financial advisors and compliance officers. It focuses on portfolio risk analysis, client risk profiling, and compliance. ensuring effective risk management for financial firms. Key features include behavioral science-based risk assessments. comprehensive investment analysis. regulatory compliance tools. and the PRISM Rating system for portfolio evaluation.

Orion Integration Points:

• StratiFi imports Orion Connect client and account data including the current portfolio for analysis and representation to their analytic platform.

• Connected to Eclipse to Import models and map them to models in StratiFi

Redtail Integration Points:

• Data sync from Redtail including contact details and household name

StratiFi Website

0322-OAT-2/12/2024

About Our Integration

Finboard is an app that runs within the secure Summitas Platform® operating environment. This app presents a dashboard view to users that provides summary financial and performance information via a series of charts, graphs, and tables. The Summitas integration leverages Orion’s API suite to retrieve summary financial data from Orion and display it in Finboard.

About Integration Partner

Summitas provides a centralized client engagement platform that gathers data from multiple sources, including firm and user-generated content, to simplify operations, increase communication, and organize, protect, and share information—all from one place. From the Digital Vault to collaboration tools, integration of financial information, task management, and streamlined workflows, a branded Summitas portal provides measurable value to family offices, wealth advisors, and other client-facing businesses through thirty-plus solution-specific apps.

Points of Integration

• Orion API Suite