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

About Our Integration

Supernova authenticates and pulls in data from Orion to complete the application for a Securities Based Line of Credit. Everything is digital, so clients can pledge their securities as collateral and have a line of credit with just a few clicks.

About Integration Partner

Supernova offers the industry’s first and only cloud-based, fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of the loan. By combining thought leadership in suitability and risk management with industry-leading education and the latest technology, Supernova enables advisors to deliver holistic, goals-based advice and to help their clients achieve financial wellness.

Points of Integration

• Orion Client Portal Integration

About Our Integration

Orion provides Telemet data through an API to power the Telemet Orion platform.

About Integration Partner

Telemet America offers an investment information platform and service. For almost four decades, investment professionals have enjoyed Telemet’s market data platform with real-time prices, financial data, and analytics.

Points of Integration

• Access to Orion Account-Level Data
   

About Our Integration

The integration takes the results from their extensive 11-question risk questionnaire and displays three different scores into Orion Connect: Risk Capacity, Risk Preference and Portfolio Risk Score, so you always know where you stand on the risk spectrum.

About Integration Partner

Tifin Risk provides a defensible multi-scoring risk tolerance toolkit that enables financial advisors, insurance agents, and plan sponsors to create a more accurate investment strategy. Financial services organizations of all sizes utilize Tifin’s proprietary risk scoring models to calculate portfolio risk based on an investor’s current life situation and not just their risk preferences.

Points of Integration

• Orion Client Portal Integration

About Our Integration

Orion integrates with Tolerisk allowing advisors to easily import client portfolios into the platform for analysis. The platform helps you communicate your client’s Tolerisk Score and probability of running out of money on a clear and concise dashboard in the Orion Client Portal.

About Integration Partner

Tolerisk measures the clients willingness and their ability to take investment risk, by incorporating their cash-flow. All factors are combined into a simple, measurable and actionable risk directive.

Points of Integration

• Access to Orion Account-Level Data
• Access to Orion Household-Level Data
• Orion Client Portal Integration

About Integration Partner

True West is a regulatory compliance consulting firm focused on SEC registered investment advisors managing $100 million to $3 billion of regulatory assets under management.  True West offers a proactive, educational approach to compliance consulting as well as resources to support your operational execution. Our decisions and recommendations are based not only on our experience but are guided by the principles set forth in the Code of the West. Courage, optimism and plain hard work —these are the simple, basic values that lie at the heart of the western way.

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