Release Notes: Integrations

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August 2021

Custodian SSO Contextual Links in Portfolio View

We have added our Custodian SSO links from portfolio audit, Insight, and the retired Household Overview tool to the Portfolio View in the new Homepage. Now while viewing a client’s Schwab, TDA, Pershing or Fidelity account, you have the ability to seamlessly launch into that custodian’s web portal, conveniently into one of several contexts (homepage, service or action center, documents, move money, alerts, research center, and many more).

 

This is the first stage of many more planned features to add custodian access, data points, and calls to action right at your fingertips from the Portfolio View Dashboard.

How to get there: Orion Connect > Homepage > Portfolio View (Choose a Client) > The ellipsis “...” dropdown in the upper right corner.
Multiple Rep Assignment and Custodian Rep Code Field Added to Salesforce Integration

Orion has extended its powerful feature of being able to assign multiple reps to a household now out to Salesforce so that you can review the group of individual reps associated with the client.

The custodian rep code field is now also available in the data sync and can be added to the representative record in Salesforce.

How to get there: Salesforce > Household and Representative records

June 2021

Sleeve Account Rollup for Salesforce

Sleeves are a powerful and efficient way to manage strategies for your clients but for certain data syncs and reports, it is more useful to see each sleeve aggregated together back as a single custodian account. We have added a feature to our sync that allows you to rollup all of the sleeves into that single account for your data in Salesforce.

How to get there: Salesforce > Financial Accounts

May 2021

Scoping for Account Number Masking

In our ongoing effort to increase the flexibility and security controls around our API, we have added a scoping privilege for account number masking. This will allow Orion to mask all but the last 4 digits of account numbers through the API for connected integration partners, giving more control over which partner has access to this data.

 

This will not affect advisory firms connecting directly to the API, as they will have the default privilege needed. However, firms could use this functionality if they are using an outside consultant and want to restrict their account numbers from being accessed.

How to get there: Orion Connect > API
Salesforce - RMD Dashboard Link

One of the best features of the Salesforce app is the ability to access Orion functionality from within Salesforce, especially while on a household or financial account. By popular request, we have added in an option from your contextual links bar to launch the RMD dashboard from the household level.

How to get there: Salesforce > Household > Orion Links > RMD

April 2021

Cash and Credit Single Sign On

As part of Orion’s joint venture with Focus Client Solutions, we are launching a Single Sign On app from Orion Connect into the new Cash and Credit portal. This will not only provide each access to the portal but from Portfolio View you can immediately launch a Loan Request from the context of a specific Household jumpstarting that request form.

For more information on the Orion/FCS Cash and Credit platform click HERE.

How to get there: Orion Connect > Cash and Credit
Salesforce Preemptive Error Checking

Orion’s Salesforce sync provides incredible customization with our Flexible Field syncing. However, sometimes the data entered into Salesforce does not match the required formatting for the mapped field in Orion and this creates sync errors. For example, entering a string of text into a field that should be in a date format back in Orion. To help guide users in the moment and reduce sync errors, we will now preemptively alert the user when they try to save data in Salesforce that will not match back to Orion.

How to get there: Salesforce > Household or Account level Records
HiddenLevers Integration Roadmap and Pricing

Orion is bringing HiddenLevers’ portfolio stress-testing, industry-leading investment proposals, and model construction workflows to Orion’s core technology platform. Get a demo of the platform and learn more about the preferred pricing structure and integration timeline for 2021. 

Read More: https://register.gotowebinar.com/register/7639068554211085584 

March 2021

Bi-Directional SSO With Pershing’s NetX360

Advisors now have the ability to move seamlessly back and forth between BNY Mellon | Pershing’s NetX360 platform and Orion Connect. The direct connection enhances the advisor experience with smarter navigation between platforms to access specific account records, balances and positions, key workflows, and more. Immediate access to Pershing statements, trade confirms, tax documents is also now available to advisors and investors in the Orion legacy Client Portal. Read more in our press release and learn more in the webinar

How to get there:

In Orion: Main SSO can be launched from the left sidebar > NetX360 app Contextual SSOs can be launched from Portfolio Audit > Pershing Account > Links > Pershing

In Pershing: Main SSO – NetX360 > Menu > Tools > Other Applications > Orion From a NetX360 Dashboard > Top Right Menu Button > Orion From a specific Account in NetX360: top right > “View Account in: Orion”

How to get there: See Above
Orion Partners With HiddenLevers

HiddenLevers’ disruptive applications will now become part of Orion’s core technology platform, enabling advisors to win new business and dispel investor uncertainties by magnifying the ability to generate proposals tailored to clients’ specific needs. Read more the press release and learn more in the webinar

Date Range Filter for Custodians Statements (Fidelity and Pershing)

Because sometimes clients can have years and years of custodian statements, we made it easier to filter to the date range of documents you are looking for in the Client Experience. This feature will first roll out to the legacy client portal, but will be added in the future to the new client experience.

How to get there: Orion Connect > Client Portal (Legacy) > Documents > Custodian Statements (Fidelity and Pershing)

February 2021

Bi-Directional SSO with Pershing’s NetX360

Advisors now have the ability to move seamlessly back and forth between BNY Mellon | Pershing’s NetX360 platform and Orion Connect. The direct connection enhances the advisor experience with smarter navigation between platforms to access specific account records, balances and positions, key workflows, and more. Immediate access to Pershing statements, trade confirms, tax documents is also now available to advisors and investors in the Orion legacy Client Portal.

How to get there:

In Orion: Main SSO can be launched from the left sidebar > NetX360 app Contextual SSOs can be launched from Portfolio Audit > Pershing Account > Links > Pershing

In Pershing: Main SSO – NetX360 > Menu > Tools > Other Applications > Orion From a NetX360 Dashboard > Top Right Menu Button > Orion From a specific Account in NetX360: top right > “View Account in: Orion”

How to get there: See Above
Support for Multiple PLINK IDs with Pershing

With the launch of our Pershing Documents now available in the Client Experience, we wanted to further enhance this feature by adding support for firms with multiple PLINK IDs or ranges. This will ensure that larger firms where Pershing has assigned multiple IDs have full access to those client documents.

How to get there: Orion Connect > Client Portal > Documents > Pershing Documents
Orion/Focus Client Solutions Joint Venture

To help advisors create a centralized, more cohesive financial journey for their clients, Orion and Focus Client Solutions (FCS) launched a joint venture via an open architecture banking and lending solution. We have a limited beta program available today, and if you are interested in joining, please click here for more information and updates as we progress. As part our long-term roadmap, beginning this summer, advisors will be able to kick off new loan requests automatically, manage these loans within the Orion Client Portal, connect these loans to an investor’s financial plan via Orion Planning, and monitor the loan and showcase its value as an asset or liability through Orion’s custom and dynamic reporting capabilities.

For more information: Register for our webinar here.

January 2021

Fidelity Client Documents

Your clients now have the ability to view and download their Fidelity Documents from your branded Client Portal. This includes statements, confirms, tax statements, correspondence, and trades. For added security, Fidelity does require that the client input a few pieces of private information (first/last name, DOB, and last 4 of SSN) to gain access to the documents with each visit. Users can easily switch between household members as needed.

While these are available today in the Legacy Client Portal, they will be available in the New Client Portal in March.

How to get there: Orion Connect > Client Portal > Documents > Fidelity Documents

December 2020

CAIS | Alternative Investments Reporting

Orion has partnered with CAIS on the first phase of an integration within Orion Connect, granting advisors access to better data for alternative investments through CAIS. Advisors who have selected to use the CAIS platform will receive faster, more enriched data into the Orion platform, eliminating many of the operational headaches associated with manual data management processes. In addition, they will benefit from access to the CAIS IQ, an industry-leading learning system that helps advisors learn faster and improve client outcomes.

How to Get There: Advisors will need to enable the CAIS app to manage users. Our support team can assist: sme-integrations@orion.com
Coming Soon: Salesforce|Financial Planning Enhancements

With your CRM being one of your hubs for daily work and touch points with your clients, we wanted to help connect the dots between your planning activity and Salesforce. Advisors using Orion’s financial planning features can now enjoy a single sign-on experience when navigating from the Household in Salesforce to that client’s financial plan, now syncing Household’s Net-worth, Plan Probability of Success, Goals, and Actions Steps data points.

This functionality has entered into a Beta release and we are looking for interested advisors who are willing to try out this functionality and provide feedback to shape further enhancements to our Salesforce / Advizr integration. Contact Orion Integrations to participate.

How to Get There: Salesforce > Household Record > SSO to Financial Plan and sync’d plan details

October 2020

Enterprise Servicing - Service Request Routing

Within our Element experience we provide a feature for Advisors to submit service requests, such as Account Maintenance or Trade requests to our OPS or Enterprise Servicing team. For our OAT Advisors, we have now created routing to those requests to go to your Salesforce Org so that your back office can fulfill and update those service requests.

How to Get There: Element > Service Requests > Salesforce Cases

September 2020

New Integration: Turn Held-Away Assets Into Billable Assets with FeeX 

Access Feex, the innovative technology that enables advisors to manage and trade held away accounts just like they do with custodied accounts. This enables your firm to turn held-away assets such as 401(k) holdings into billable assets while also working to help improve client returns. 

 

How to learn more: Refer to the "FeeX: Interface Setup" and "FeeX: Vendor Summary" articles in the Support App.
Enhanced Fidelity Alerts

To help keep you aware and informed of important Fidelity account details, we added a new Alerts tab. Now, when viewing a Fidelity account within Insight, you will see a Tab through which you can view all the Fidelity Alerts for that Account.

How to get there: Orion Connect > Insight > Fidelity Account Summary
Salesforce Default User

For some firms, having a single user facilitate the data sync works better than connecting each user. To help accomplish this, we have added a Default User feature to the Salesforce Sync. If your firm feels this approach would work well for your Salesforce installation, please reach out to our Salesforce Support team. 

How to get there: Salesforces > Orion Connect Sync
Experian Available to All Clients on the New Client Portal

With the new Orion Client Portal, we’ve made it our mission to give your firm the tools and resources you need to provide your clients with a true personal financial management experience. Whether that means the tools to open accounts, build a solid financial plan, view key reports, or anything in between, it’s all available through the single portal you provide. 

This month, we have improved the capabilities within the client portal even further.

Now, your firm is able to provide your clients with access to premiere credit/identity monitoring and recovery services for free through the remainder of 2020, thanks to our expanded integration with Experian. What’s more, they’ll receive notifications through the new Client Portal triggered by potential fraudulent acts made against them, further proving the value of your service. If you have not already enabled the new client portal, please visit orionadvisortech.com/clientportal-get-started/ to sign up to get started. If the new Client Portal is already enabled for your firm and you would like more information on the Experian integration, please reach out Orion’s Integrations Support team. 

Reach out to Platform Support

August 2020

Enhanced eMoney Data Export

We have added an option to allow new, unfunded accounts to be included in the export to the eMoney system that helps aid in the linking of new accounts into eMoney financial plans.

July 2020

Apex Clearing Account Opening and Funding in Orion Planning Portal

Last month, we highlighted our new integration with Apex Clearing, which provides the seamless opening and funding of custodial accounts, right in the Orion Planning Client Portal. We’re so excited for what this can do, so we wanted to feature it again!

Now, with just a few clicks, your clients can easily open and fund accounts, which get sent to the New Account Center for your advice. The client will never see Apex branding; rather, they will see the white-labeled client portal they have come to know.

Orion Connect > Advizr
Pacific Life Links Commission-Free Annuities to Orion Connect

With this new integration, Orion advisors can easily monitor and bill on their clients’ tax-advantaged retirement-income solutions. In addition, firms can manage a client’s entire portfolio of both taxable and tax- advantaged assets within a single advisor workstation. This feature makes it possible to construct a diversified and holistic retirement strategy.

Manage Users > Roles > Privileges > Apps > Integrations > Enable Supernova or email integrations@orion.com for additional support

2445-OAS-09/23/2020