With hundreds of deep integrations and a flexible open API framework, you can create the tech stack that works best for your business.
About Our Integration
Flourish has a direct custodian integration with Orion. Advisors can view Flourish balances and position data alongside all other client assets. Visibility into held away assets like cash and crypto in Flourish accounts gives advisors a more holistic view of their clients' holdings.
About Integration Partner
Flourish builds technology that empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors. Today, the Flourish platform is used by more than 550 wealth management firms representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual.
1191-OAT-4/27/2023
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
About Our Integration
Enjoy easy access to documents for both advisors and clients. With this integration, advisors can access the platform as an App within Orion, while clients can interact with their FutureVault directly within the Client Portal.
About Integration Partner
FutureVault is an intelligent personal and business information management company. FutureVault’s suite of products offers partner organizations a powerful white label SaaS solution to acquire, reward & retain their clients, members and employees. FutureVault enhances a partner organization’s ability to manage key client segments and provides its end users with the ability to digitally deposit, store, and manage their information through a highly-structured, instructive interface across multiple entities.
Points of Integration
About Our Integration
Access Genivity’s HALO assessment through the Orion Client Portal, or access the Genivity platform directly through a single sign-on in Orion.
About Integration Partner
Genivity is an AI software platform helping advisors engage clients and retain next generation heirs through life stage, health risk, & care cost planning. Genivity’s dynamic client engagement tool that predicts family & lifestyle-based health risks to help advisors provide more comprehensive, targeted advice to clients, and better communication with the family.
Points of Integration
About Our Integration
Orion integrates with iCapital to provide a single sign-on into the iCapital platform, where advisors can browse and select funds and other products.
About Integration Partner
iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors.
Points of Integration
Income Lab’s retirement income management software improves client experiences and advisors’ practices with scalable tools for producing custom advice on adjustments to client spending and tax-smart withdrawal sourcing throughout the retirement journey. By integrating Orion and Income Lab, advisors can make providing this value to clients even more efficient and scalable.
About Our Integration
Connecting your IncomeConductor segmented retirement income plans with your Orion Advisor platform provides you with the ability to associate your clients’ accounts and sub-accounts with one or more income plan segments in just one click. Daily automated updates of your client account values ensure that you can easily monitor all your plans and act quickly when opportunities arise to meet with clients and make important plan modifications.
About Integration Partner
IncomeConductor is a comprehensive income distribution strategy, not a single product solution. IncomeConductor’s platform provides financial professionals the ability to create, track and manage customized income plans that deliver a structured yet dynamic withdrawal strategy to their clients throughout the next phase of their lives.
Points of Integration
About Our Integration
Export household and account-level data into inStream to create and support your client’s financial plans. Various plan elements can also be pulled back into the Orion Report Builder and Client Portal to share with your clients alongside other comprehensive data you maintain in the platform.
About Integration Partner
inStream is an innovative “cloud-based” wealth management & financial planning platform that is quickly revolutionizing the way wealth managers deliver advice to their clients. Devised by an advisor, inStream performs a complete “annual review” for all of an advisor’s clients every single evening, and every single morning generates an updated financial plan and series of alerts based on the nightly review that tells the advisor which clients to call and what to discuss with them. inStream seamlessly integrates directly with Orion, which makes getting up and running easy, and ensures that the client data in inStream is always current. instreamwealth.com
Points of Integration
About Our Integration
Jemstep integrates into Orion by capturing a prospect’s information and model selection, creating a new household or account in Orion, and passing the relevant data along in the on-boarding process.
About Integration Partner
Jemstep Advisor Pro is a digital advice platform designed for advisors. The white-label solution provides advisors a configurable, online platform to engage, onboard, service, and manage clients. Our open architecture solution allows advisors the flexibility to use their own asset allocation models or to choose from models curated by industry leading investment managers. The platform integrates with a firm’s existing systems and custodian(s). As a subsidiary of Invesco LTD, Jemstep offers support from a global financial services firm. jemstep.com
Points of Integration
About Our Integration
Junxure® integrates with Orion, importing household and account information from Orion and providing contextual reports and links, adding efficiency and access back to Orion at the click of a button. Orion connects with both Junxure Cloud™ and Junxure Premise.
About Integration Partner
Junxure is a CRM solutions provider and practice improvement firm that provides technology, consulting and training to financial advisors. Junxure and Junxure Cloud support enhanced productivity and stronger client relationships while ClientView Live offers secure private portals for clients. junxure.com
Points of Integration
About Our Integration Partner
Key Bridge Compliance provides outsourced compliance services to Registered Investment Advisers (RIAs). KBC partners with RIAs who want to focus their time and resources on growing their business rather than the ever-changing regulatory landscape.
About Our Integration
Orion integrates with Kwanti to provide easy navigation between the platforms, along with account and model portfolio data for their platform to analyze.
About Integration Partner
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects.
Points of Integration
About Our Integration
Orion provides Laser App access to household data through our API, pushing data from the Orion New Account Center to populate new forms.
About Integration Partner
Laser App Anywhere is the mobile forms filling solution designed for the financial advisor. It is a pure web solution that operates across modern browsers on tablets, Macs, PCs, and even smart phones. The system integrates seamlessly web-based CRMs & account opening tools to prefill your investment, insurance, advisory, and broker-dealer forms. Once e-forms are prefilled, they can be printed, saved, or electronically signed & securely transmitted. Spend less time processing paperwork manually and realize the cost savings and increased productivity using Laser App Anywhere.
Points of Integration
About Our Integration
LifeYield’s integration draws on Orion’s client data to generate financial analytics highlighting opportunities to reposition assets for greater household tax efficiency.
About Integration Partner
Communicating about portfolio tax ramifications can be uncomfortable when doing so too late in the game. With LifeYield, advisors can bring that conversation to the forefront with a Taxficient Score, plus suggestions on how to make the portfolio more tax efficient.
Points of Integration
About Our Integration
This integration enables advisors to bring Max balances into Orion as an account. Advisors single sign-on from Orion Connect to the Max Advisor Dashboard to enable the flow of data to Orion. The dashboard also allows advisors to access real-time held-away cash balances, invite clients to open a Max account, and access collateral and documentation.
About Integration Partner
Max is an intelligent cash management service that provides investors with dramatically higher yield and broader FDIC insurance coverage on cash. Max monitors interest rates daily. Once a month, it instructs the transfer of funds among your clients’ own bank accounts to help maximize interest income, even as rates change – automatically. Max helps ensure a client’s funds are kept within FDIC limits while earning the highest interest rates among their group of online accounts.
Points of Integration
About Integration Partner
Originally founded in 1984, MGL Consulting, LLC (MGL) is nationally recognized in the financial industry as a leading provider of regulatory compliance consulting services to broker-dealers, investment advisers, and commodities firms. Our team of experienced professionals have more than 400 years of collective experience encompassing compliance, regulatory, accounting, and legal disciplines. Our firm’s broad industry experience and depth of knowledge provide welcome, cost-effective best in class solutions to many of the compliance and staffing challenges facing firms in today’s changing regulatory and business environment.
About Our Integration
Orion’s integration with Milemarker helps to organize your data into powerful warehouses, API’s and applications.
About Integration Partner
Milemarker helps advisory firms unlock the power of their data and enables them to integrate the information and systems they need to deliver unique solutions and workflows.
Points of Integration
About Our Integration
Orion integrates with MoneyGuide by pushing Household/Account level data in MG for use in financial plans. Then Orion can pull back Financial Plan report elements including the Plan Summary, Monte Carlo Results, Net-Worth Summary, and Insurance Information into the Report Builder, Insight, and Client Portal Apps.
About Integration Partner
MoneyGuide, created by PIEtech®, is an interactive web-based financial planning software that scales to meet the needs of all financial professionals. Smart and adaptable, you can now provide a profitable planning experience for every client.
Points of Integration
About Our Integration
Morningstar® ByAllAccountsSM provides financial account aggregation from over 15,000 different financial institutions to Orion advisors and their clients. Advisors can collect a 360 degree view of their clients’ assets, both held direct and held away. Orion uses this aggregated data to drive performance reporting and holistic reporting for their advisors.
About Integration Partner
Morningstar® ByAllAccountsSM is an aggregation provider that focuses exclusively on investors, advisors, and the enterprises who support them. With over 22 years of experience, Morningstar® ByAllAccountsSM understands what it takes to deliver high-quality, interoperable account data for the complex needs of the wealth management industry. They are a trusted partner of the industry’s leading portfolio management platforms.
Points of Integration
About Our Integration
MyRepChat’s integrations with all major CRMs ensures conversations and contacts don’t need to be duplicated. The integration allows for expedited delivery of important and time-sensitive information.
About Integration Partner
MyRepChat is the only solution allowing for the compliant exchange of a text message between an advisor and their client to be created by an advisor. Financial advisors can now engage with their clients and prospects utilizing the most efficient method of communication available today.
Points of Integration
About Our Integration
Access Orion account information and holding positions within NaviPlan® and Figlo™, using it to support the financial planning process.
About Integration Partner
Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. Our products include the NaviPlan, Profiles™, and Figlo financial planning tools, the Advisor Briefcase® marketing tool, and the Narrator™ application builder. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal.
Points of Integration
About Our Integration
The integration today provides a simple advisor Single Sign-on to the Nexa Insight advisor dashboard, but we are looking for feedback on where to enhance next. Advisors can imbed their client survey link in the Orion Client Portal either as a part of the welcome message that pops up when a client logs in or on the Advisor commentary area.
About Integration Partner
Measure client engagement with a solution built for financial advisors. Nexa Insights provides powerful survey and client feedback tools based on expert experience to help you get to know your clients and how they view your relationship and your technology. Survey results are presented in an easy-to-use, dynamic, insightful dashboard which Advisors can use to improve their relationships and firm practices.
Points of Integration
About Integration Partner
NexTier provides outsourced accounting, compliance, and human resource solutions to investment advisory firms. From strategic planning to innovative solutions, our focus is building an efficient and results-driven relationship.
About Our Integration
AltExchange and Orion have partnered to provide advisors and their clients with a fully-automated, seamless alternative investment management experience. Through AltExchange's connections and machine learning technology, advisors can automate alternative investment management and unlock the ability to aggregate, report, and bill on alts, while clients can access real-time performance reporting for a holistic view of their wealth.
About Our Integration
The Orion and Nitrogen integration allows you to seamlessly drive your business from proposal to trading to reporting. You can easily sync portfolios and models from Orion directly into Nitrogen to continue your proposal process. Now, it's easier than ever to use that data in Orion’s Report Builder and Client Portal.
About Integration Partner
Nitrogen created the world’s first growth platform for financial advisors and wealth management firms. Tens of thousands of firms win prospects faster, drive a personalized client experience, create client and portfolio alignment, attract top talent, access sophisticated analytics, and turn compliance into a profit center with Nitrogen.
Points of Integration
About Integration Partner
PINE Advisor Solutions provides institutional-quality outsourced Chief Financial Officer (CFO), regulatory compliance, fund/advisor launch, and operations support services to private funds, mutual funds, exempt and registered investment advisers. PINE’s mission is to serve as an invaluable extension of your firm by providing high-quality outsourced solutions. PINE will serve as the compliance, financial and operational experts allowing you to focus on managing your portfolios and growing your business.
About Our Integration
Orion integrates with PractiFi through the Salesforce app. The combination provides data syncing, household and account data on PractiFi records, along imbedded Insight tiles and deep, contextual links.
About Integration Partner
PractifFi’s platform combines clients’ financial goals, risk profile, cash flow, assets, and debt insurance into a single, unified view, while offering integrations with a wide variety of partners to help advisors strengthen their business ecosystems. With PraciFi, advisors can view all their Orion Accounts and Holding information from within the PraciFi client record and summarize account performance instantly in the Insights Dashboard.
Points of Integration
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
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
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
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
