About Our Integration

This integration means Luma brings full structured-product transparency directly into Orion, letting you select the data you’d like to see, including (but not limited) to:

• Structure type
• Underliers
• Coupon rates
• Upside participation
• Protection
• Callability

This integration means automated performance updates to eliminate manual lift and reporting risk. Purpose-built for RIAs, family offices, and wealth teams, it delivers call information, coupon activity, and maturity events at scale, with all data easily tailored to your firm’s workflows, timeframes, and disclosure requirements. Orion even takes expected coupons into account when accounting for upcoming cash flows! Best of all, there are no setup fees or complex onboarding which means just one click and you’re up and running within 24 hours, automatically pulling in all your structured notes data.

About Integration Partner

Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities.

Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs.

Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland, and Lisbon, Portugal.

Points of Integration

• Data sync from Luma to Orion

About Our Integration

iCapital simplifies the complexities of alternative investing, making it easier for advisors to incorporate these assets into client portfolios with confidence.

With single sign-on (SSO), advisors can seamlessly navigate from Orion into iCapital Marketplace to:

• Access extensive education to deepen your understanding of alternative investments.
• Quickly search and filter opportunities across private equity, private credit, hedge funds, real assets, and model portfolios.
• Conduct research and due diligence tailored for individual offerings.
• Initiate investments using iCapital’s intuitive workflow.
• Manage fund lifecycles using an interactive dashboard and comprehensive reporting.

After investing through the iCapital platform, advisors can opt in to a data feed that efficiently transmits all activity back to Orion. This integration enables advisors to view and manage alternative investments alongside traditional portfolio holdings in one unified platform.

About Integration Partner

iCapital powers the world’s alternative investment marketplace with a comprehensive suite of tools, end-to-end enterprise solutions, cutting-edge data management and distribution capabilities, and an innovative operating system. As the trusted technology partner for financial advisors, wealth managers, asset managers, and other ecosystem participants, iCapital delivers unrivaled access, advanced technology, and expert education to integrate alternative assets, structured investments (SI), and annuities into the core portfolio strategies.

Points of Integration

• Single Sign-on (SSO)
• Reporting feed: all available reporting for investments, transactions, valuations, transfers, and redemptions will be automatically transmitted from iCapital to Orion.

Access support documentation HERE.

About Our Integration

• With direct access from Orion, advisors can seamlessly expand their offering to include annuities and insurance, strengthening their fiduciary process with scalable, fee-based solutions.  
• With robust data feeds from DPL to Orion, advisors can view position and transaction data, enabling the management of annuity assets within their Orion desktop.

About Integration Partner

DPL Financial Partners is the leading commission-free annuity marketplace bringing best-in-class solutions from the nation's top carriers to RIAs and their clients. DPL's commission-free products, proprietary tools, and embedded technology enable advisors to more holistically serve their clients and grow their practices with modern annuity and insurance solutions. Clients benefit from products that offer competitive pricing and transparent, fiduciary implementation to meet a range of needs in the financial plan.  

Points of Integration

• SSO
• Data feed

Learn More

0455-OAT-2/28/2024