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
Automatically push household and account-level data, sharing the trade history needed to file securities class action claims on behalf of your clients.
About Integration Partner
Chicago Clearing Corporation (CCC) is the securities class action settlement recovery specialist. Now entering its third decade, CCC is uniquely suited to address all of your clients’ class action needs. Since inception, the firm has recovered over $300 million for its clients—$120 million since 2009 alone.
Points of Integration
About Integration Partner
Core Compliance specializes in compliance and risk management for the financial industry. When building and enhancing your business, it is essential to have dedicated resources to support and ensure your success. Core Compliance understands the complexities of the securities business and offers solutions based on the unique culture, identity and needs of your firm.
About Integration Partner
CORE-CCO, LLC partners with leading and emerging private fund firms in Texas. We strive to provide quality outsourced compliance resources and expertise, designed to be an integral part of our clients’ daily operations, resulting in a stronger, more focused and competitive private fund firm. We work with a select group of private fund firms to provide a comprehensive solution that is proactive and tailored to each firm’s unique needs.
About Our Integration
Run reports directly to Egnyte, share documents through the Client Portal, and even allow clients to link their own Egnyte accounts for added transparency and collaboration.
About Integration Partner
Egnyte transforms business through smarter content, allowing organizations to connect, protect, and unlock value from all their content. Their Content Intelligence platform delivers smart content collaboration and governance in the cloud or on-premises to thousands of businesses around the world in even the most regulated industries.
Points of Integration
About Our Integration
eMoney pulls account balance and performance data to help aid in the financial planning process. The ability to run Orion reports on demand inside eMoney and view Orion statements inside the eMoney vault adds additional efficiencies.
About Integration Partner
eMoney Advisor, LLC (“eMoney”) offers transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney’s software and resources are tailored to transform the advisor’s ability to implement comprehensive financial plans and prepare clients for a secure financial future.
Points of Integration
About Our Integration
The Equity Custodial System is a combination of technology licensed from Orion Advisor Solutions, and proprietary technology developed for Equity Advisor Solutions. As a result, we have full integration with Orion and Orion’s integration partners. Account open, trading, billing, deposits, and disbursements are all processed in the Orion/Equity system. Included in our offering is SSO from Orion via a Connect application direct to Equity’s inquiry and action system, the Equity App.
About Integration Partner
Equity Advisor Solutions provides custom technology and back-office solutions to Registered Investment Advisors and Broker Dealers. Our open-architecture structure allows advisors to custody their client assets on one custodial platform with Equity Trust Company, including: alternative investments (REITs, real estate, private equity), mutual funds, stocks, ETFs and more. We help advisors make their practice more efficient while enhancing the client experience. We provide a customized client portal, mobile app, billing support, performance reporting capabilities and other back-office solutions. Our sophisticated trading technology allows advisors to trade at the individual, global or model level. Equity Advisor Solutions is an affiliate of Equity Trust Company.
Points of Integration
A virtual firm since inception, Essential Edge has grown into one of the leading temporary staffing firms in the financial services industry. Essential Edge delivers a wide range of outsourced compliance services for broker-dealers, RIAs, banks and insurance companies. Essential Edge provides core compliance services including, but not limited to branch office inspections, email and advertising review, and sales supervision. We are extraordinarily responsive every day of the year. Our team of consultants, with an average of 20 years of compliance and supervisory experience, stand ready to seamlessly supplement in-house efforts to satisfy the demands of regulators and financial advisors alike.
Essential Edge's growth since inception has been tremendous. Its recent revenue explosion in the past three years is partly attributable to the rising costs of employees and the shift to remote work. Unlike the past, firms are paying a tremendous cost to hire, fire and train. Essential Edge fills the staffing gap for a wide range of firms. Due to our fee model and expert staff, many of our short-term engagements become permanent.
The Founder of Essential Edge, Sander J. Ressler, worked for a large consulting firm prior to starting the company in 2011. He believes that an hourly rate model encourages higher fees and disincentivizes consulting firms to deliver a quality product on time. In addition, the overhead of a large consulting firm is passed directly onto clients, further inflating costs unnecessarily. Essential Edge turns this model on its head. As a virtual firm with a flat fee model, Essential Edge passes its dual cost savings on to clients, a measure that is cost effective in the short and long term. All flat fee engagements are negotiated up-front, and clients never receive an invoice greater than the agreed amount, unless the scope of the engagement was agreed to by both parties in writing previously.
Essential Edge has become a market leader because of its services and because we are unparalleled in our flexibility and exceptional client service. We listen to our clients and provide them with the expertise they need without the red tape and bureaucracy of larger consulting firms. Each client gets the help they need without the burden of having to fund the education of consultants who have never worked in the industry.
About Our Integration
Advisors can easily create Everplans accounts for clients directly from Orion, as well as single sign-on to Everplans. Additionally, advisors can receive alerts through Orion when their clients’ deputies request an Everplan of their own.
About Integration Partner
Everplans Professional is a Life and Legacy planning tool that allows financial advisors to collaborate with their clients to create a complete, organized, and shareable plan for their family in case something happens to them. Clients are guided through a simple step-by-step process to organize their legal, financial, healthcare and other information with the help of their advisor. They can then share those vital documents and personal requests with their loved ones, who we call “Deputies”. Wills, funeral wishes, digital account information, and even what kind of food the cat prefers are captured in the Everplan.
Points of Integration
About Our Integration
A portfolio risk discovery tool, factorE uses Orion holdings data to assess the risk in a portfolio by applying machine learning to help you understand where risks are coming from. Using factorE’s factor-based scenario analysis, you can show your clients how they might have fared in past events.
About Integration Partner
factorE is a portfolio communications platform that empowers investment professionals to have personalized discussions about investment solutions. The company aims to bring scalability to the wealth management vertical using improved data analytics and user feedback to optimize the way we communicate about risk.
Points of Integration
About Our Integration
Orion can provide extensive data to Fi360 that provides them the foundation to provide analysis and education about your practice.
About Integration Partner
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors.
Points of Integration
About Our Integration
Orion & Fidelity Clearing and Custody Solutions integrate to offer a digital account opening workflow, SSO to Wealthscape, tiles on Orion’s presentation tool, Insight, and advanced trade file capabilities.
About Integration Partner
Fidelity Clearing & Custody Solutions® provides banks, broker-dealers, RIAs, family offices, and wealthy families the technology, thinking, and collaboration to help them achieve their unique goals.
Points of Integration
About Our Integration
The Monte Carlo analysis tile provides a powerful goals-based financial projection function that allows an advisor to use Orion as an integral part of the financial planning process. An advisor can easily model actual portfolio options for their clients to interactively highlight the impact of the client’s savings, investing and spending decisions up to retirement and through the retirement draw-down phase. This tool provides a seamless and interactive financial planning capability that helps build trust with clients and demonstrates value to prospective clients.
About Integration Partner
FinMason is the world’s largest independent investment analytics engine for financial services platforms. The Boston-based financial technology firm provides access to more than 700 calculations on every publicly traded asset in the world delivered through one simple API.
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