About Integration Partner

Vanilla is an estate advisory platform purpose-built to enable financial advisors to form deeper relationships with their clients by empowering them to grow and protect their legacy.  From robust and easy-to-understand visualizations of complex estates, detailed diagrams of how assets transfer to future generations and ongoing estate monitoring, Vanilla is reinventing the estate planning experience end-to-end.  

With Vanilla, advisors can:

• Easily onboard their client's family information, financial data, and planning documents
• Dynamically, visualize and analyze the estate
• Create proactive, ongoing communication

About Our Integration

Share and access data across platforms, and allow clients to add accounts and view their comprehensive Wealth Access Balance Sheet within their Client Portal. In addition, Wealth Access also integrates with the Orion’s Insight platform, combining Orion’s widgets with their own to create a variety of dashboards.

About Integration Partner

Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals.

Points of Integration

• Access to Orion Account-Level Data
• Insight Presentation Integration
• Orion Client Portal Integration
• Single Sign-on

About Our Integration

View account-level data from Wealthbox within Orion, and easily move between platforms with multiple single sign-on points.

About Integration Partner

Wealthbox CRM is designed for financial advisors to track client relationships and collaborate as a team with ease. With a modern design, intuitive workflows, and no training required, advisors can sign-up-and-go at www.Wealthbox.com.

Points of Integration

• Access to Orion Account-Level Data
• Single Sign-on

About Integration Partner

Windermere Insurance Group is a full-service insurance brokerage headquartered in Charlotte, NC, with a dedicated focus on serving the Financial Institution market, including RIAs, Fund Managers, Broker Dealers, Trust Companies, and Family Offices. Specialized in professional and management liability coverages (E&O, D&O, Cyber, etc.), as well as standard commercial coverages (General Liability, Workers’ Comp, etc.), and Employee Benefits.

About Our Integration

Easily import account and household portfolios from Orion into YCharts and create visually compelling comparison reports, analyze performance, risk, asset allocations, and security-level holdings, and streamline the creation & sharing of prospecting materials across your team.

About Integration Partner

Thousands of financial advisors, planners and asset managers rely on YCharts to develop insights, build and manage portfolios, and effectively communicate with prospects and clients. With industry-leading tools, you’re empowered to create compelling visuals that emphasize the strengths of your investment strategies and grow your assets under management.

Points of Integration

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

About Our Integration

Use your Orion credentials within Yourefolio to access your book of business, and pull your Orion account and household-level data into the Yourefolio platform.

About Integration Partner

Yourefolio is designed with innovative tools and modules to help professionals with all aspects of estate and legacy planning within their practice. Never leave the software to engage, prepare, plan, execute, illustrate, connect, review, administer and settle any type of clients estate.

Points of Integration

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