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
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
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
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
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
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
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
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
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
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
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:
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
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
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
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
