Taking Advantage of the Orion Integrations Center

Partner integrations are a vital part of Orion’s technology offering. The ability to aggregate data from many different sources helps you save time and streamline your reporting process. In this week’s Tech Tip, we’ll look at the Orion Integrations Center, which provides quick facts about Orion partners and integrations support.


Have you ever had a question about an integration but had no idea where to turn? The Integrations Center is here to help! Here, you can find helpful information and navigate quick solutions for your Orion integration needs.


To access the Integrations Center:

  1. Launch the Integrations app in Orion Connect.


  1. Here, you can see a list of the integration partners that Orion works with. If you know which partner you are looking for, you can either scroll down to the partner’s tile or search for it in the search menu on the right side of the page.


  1. Once you have found the integration you’re looking for, click on the Learn More link to bring up the information page.


  1. From this page, you will see information about the integration partner, including a basic overview of services, integration points with Orion, screenshots, support details, videos, and other various resources.

If you still require help, our experts are standing by! You can contact the Integrations Center at integrations@orionadvisor.com


About Eddie Sempek
Eddie Sempek serves as Orion's Chief Innovation Officer. He has worked in several roles at Orion and now oversees the team of tech consultants. He enjoys helping firms in their strategic planning and implementation of technology.