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Best-In-Class FinTech Integrations

You need a technology stack that enables your firm’s unique value proposition. Our range of extensive and useful integrations will make the work you do in your most critical systems more connected and robust.

 

The Applications You Can't Work Without

With hundreds of deep integrations and a flexible open API framework, you can create the tech stack that works best in your business. Browse the list or filter by category to learn how just some of our partners integrate with our platform.

Other
AdvicePay
AdvicePay

About Our Integration

Orion and AdvicePay integrate to offer a single sign-on from Orion Connect to AdvicePay.

About Integration Partner

Established in 2016, AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning. Financial advisors benefit from efficient invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security management. Users can issue agreements for client e-signature, accept ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly – all through the AdvicePay system.

Points of Integration

  • Single Sign-on
Client Experience | Personal Financial Management Platform
Asset-Map
Asset-Map

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
Risk Management
ATA RiskStation™
ATA RiskStation™

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
Client Experience | Other
BizEquity
BizEquity

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
Custodian
BNY Mellon Pershing
BNY Mellon Pershing

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
Alternatives
CAIS
CAIS

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
Document Management & Processing
Egnyte
Egnyte

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

  • Orion Client Portal Integration
Estate Planning
Everplans
Everplans

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

  • Single Sign-on
Trading
FIX Flyer
FIX Flyer

About Our Integration

Through Orion’s integration with FIX Flyer, you can send equities and ETF trades in real-time to your custodian, and also process mutual fund trades with select custodians.

About Integration Partner

FIX Flyer develops advanced technology for managing complex, multi-asset, institutional securities trading using highly scalable software and network technologies.

Points of Integration

  • Trade Files
Document Management & Processing
FutureVault
FutureVault

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. futurevault.com

Points of Integration

  • Orion Client Portal Integration
Client Experience | Personal Financial Management Platform
Genivity
Genivity

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

  • Orion Client Portal Integration
  • Single Sign-on
Financial Planning
inStream
inStream

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

  • Access to Orion Household-Level Data
  • Orion Client Portal Integration
  • Reporting Integration
CRM
Junxure®
Junxure®

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

  • Access to Orion Household-Level Data
  • Reporting Integration
  • Single Sign-on
Portfolio Analytics
Kwanti
Kwanti

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
Personal Financial Management Platform
Max for Advisors
Max for Advisors

About Our Integration

Access the Max my interest app through a single sign-on in Orion Connect

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’s own bank accounts to help maximize interest income, event 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

  • Single Sign-on
Client Experience
MyRepChat
MyRepChat

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

  • Single Sign-on
Client Experience
Nexa Insights
Nexa Insights

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 user to improve their relationships and firm practices.

Points of Integration

  • Single Sign-on
Process Management
Process Composer
Process Composer

About Our Integration

Orion integrates with ProcessComposer™ through the Orion integration into Salesforce, providing access to its workflow automation capabilities. Additionally, a self-service feature in the Client Portal can connect to ProcessComposer™ to allow clients to initiate requests for their advisor to track and complete.

About Integration Partner

Orchestrate is a Salesforce Partner company started in 2011 as a spin-off from a multi-billion-dollar Registered Investment Advisory firm located in Des Moines, Iowa. Their mission is to enable best of breed operations for every financial services firm. They provide applications, services and support to financial services companies on the Salesforce platform. Their award-winning application ProcessComposer® is the most popular and fastest growing workflow automation tool on Salesforce’s AppExchange. ProcessComposer™ is a smart engine made to compose and execute even the most complex processes. Create consistency in your delivery. This robust tool overcomes many of the limitations and frustrations of the native Salesforce.com Workflow engine and Action Plans.

Points of Integration

  • Orion Client Portal Integration
Other
Quantum Group
Quantum Group

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

  • Reporting Integration
Compliance
RIA in a Box®
RIA in a Box®

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

  • Access to Orion Household-Level Data
  • Access to Orion Representative-Level Data
Document Management & Processing
ShareFile
ShareFile

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

  • Orion Client Portal Integration



This list includes only partners that have granted us consent to market and is not indicative of our complete integration offering.

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