About Our Integration
To help advisors create a centralized, more cohesive financial journey for their clients, Orion and Focus Financial launched a joint venture to add Focus’ digital advisor banking, lending and cash management program, Focus Client Solutions (FCS), to the Orion platform. Learn more: www.OrionAdvisorTech.com/lendingandcashmanagement
About Integration Partner
FCS, a subsidiary of Focus Financial Partners, LLC, has developed relationships with a national network of banks and non-bank lenders to provide these solutions to Focus partner firms. FCS offers access to cash management and lending alternatives for personal, business and nonprofit needs, empowering advisors to compete with private banks and wirehouses.
Points of Integration
Once FCS is fully integrated into the Orion platform in late 2021, advisors will be able to kick off new loan requests automatically. Following the loan creation and approval process managed within the Orion Client Portal, advisors can then connect these loans to an investor’s financial plan via Orion Planning. Ultimately, advisors will be able to monitor the loan and showcase its value as an asset or liability through Orion’s custom and dynamic reporting capabilities.
Points of Integration
- Access to Integration Partner's Data within Orion