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

• Access to Orion Household-Level Data
• New Account Center Integration

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

• Access to Orion Household-Level Data
• Single Sign-on

About Our Integration

Access an export of your Orion database in ATA RiskStation™ to calculate risk and create detailed reports, in mass, daily.

About Integration Partner

ATA RiskStation was developed to meet the portfolio risk oversight needs of wealth managers, hedge funds, family offices, pension plans, and endowments. The platform delivers a structured, customizable and repeatable daily process for assessing portfolio risk by leveraging a highly intuitive graphical reporting interface and delivering all this functionality at a price point that is truly market-leading in terms of value.

Points of Integration

• Access to Orion Household-Level Data
• Single Sign-on

About Our Integration

Advisors can easily access the BizEquity business valuation database, launched from Orion Connect, to search for great prospects looking to sell their businesses. Advisors can best serve their business-owning clients by providing access to the BizEquity valuation wizard in the Orion Client Portal. Clients complete the easy to navigate questions, immediately seeing how each answer impacts the value of their business and receive a complete analysis when finished.

About Integration Partner

BizEquity is the world’s leading provider of business valuation knowledge and big data. Their business valuation tools provide an opportunity for advisors to provide this information to their clients to create a more comprehensive financial picture

Points of Integration

• Single Sign-on

About Our Integration

Pull household and account-level data from Orion into Asset-Map to view custodial investment accounts alongside other assets and liabilities captured in their platform.

About Integration Partner

Asset-Map is an interactive visual experience used by thousands of financial professionals to help their clients gain a better understanding of their financial situation and make more informed financial decisions. It focuses on the entire household and how those decisions impact each other, in addition to sharing how funded someone is for their financial priorities in real-time.

Points of Integration

• Access to Orion Household-Level Data
• Insight Presentation Integration

About Our Integration

Orion integrates with CAIS to provide a single sign-on into the CAIS platform, where advisors can browse and select funds and other products.

About Integration Partner

The CAIS platform is a user-friendly environment for wealth managers to browse, select and transact funds and other products easily. The hub can also be used to view due diligence summaries, construct portfolios, track client investments and access thought leadership pieces.

Points of Integration

• Single Sign-on

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

• Access to Orion Account-Level Data
• Access to Orion Household-Level Data

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

• Orion Client Portal Integration

About Our Integration

Orion integrates with Charles Schwab to provide a single sign-on to the Charles Schwab Advisor Center, real-time data from the OpenView Gateway in an Insight dashboard, and a seamless digital account opening process sending new account information, change of address and service requests from Orion to Charles Schwab.

About Integration Partner

At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity. 

Points of Integration

• Access to Integration Partner's Data within Orion
• Access to Orion Account-Level Data
• Digital Account Opening
• New Account Center Integration
• Orion Client Portal Integration
• Single Sign-on
• Trade Files

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About Our Integration

Orion receives daily data files from BNY Mellon Pershing. Additionally, the Orion and BNY Mellon Pershing integration supports integrated trade file capabilities, as well as advisory fee billing files.

About Integration Partner

As the industry’s largest provider of clearing and settlement solutions, BNY Mellon’s Pershing can help you power your business by driving growth, creating scale and managing costs, and helping you stay ahead of new regulations. And the depth of our client base allows us to facilitate dialogue and bring the best solutions to all of our clients.

Points of Integration

• Advisory Fee Billing Files
• Daily Data Files
• Trade Files

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About Our Integration

The seamless reporting integration empowers both advisors and end clients to view Eaglebrook client holdings for their digital asset managed accounts.  The integration is a direct feed that provides daily positions and transaction history allowing advisors to report and bill on client assets.

Furthermore, Eaglebrook’s partnership with Orion extends to a single sign-on (SSO) link, streamlining access for advisors to their Eaglebrook portal directly from the Orion platform.

About Integration Partner

Eaglebrook is a crypto investment platform that provides RIAs with direct access to bitcoin and digital assets. The firm operates one of the largest SMA Platforms in the crypto market. Eaglebrook is an SEC-registered investment advisor that works with over 50 RIAs and has over 650 financial advisors using Eaglebrook’s SMA Platform. The company is backed by leading wealth management executives and financial institutions, including Castle Island Ventures, Brewer Lane Ventures, and Franklin Templeton.

For more information about Eaglebrook, its products, services, and for important disclosures, please visit www.eaglebrookadvisors.com.

Points of Integration

1. SSO

2. Flat file data integration

Eaglebrook Website

0397-OAT-2/22/2024

About Our Integration

Pontera empowers advisors to deliver comprehensive management of 401(k)s, 403(b)s, and other held away accounts to help clients improve retirement outcomes.  The data integration between Orion and Pontera enables advisors to seamlessly manage, report, and bill on clients' held away assets at the household level in a single platform.

About Integration Partner

Pontera is a fintech company on a mission to help millions of US workers retire better by enabling financial advisors to manage, balance, and report on assets in held-away accounts, including 401(k)s, 403(b)s, and more. The platform is designed to work across many retirement account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City.

Points of Integration

• Account data interface

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1540-OAT-6/20/2024