Performance – Orion Social

Jul 18

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Factset

FactSet Research Systems Inc. (FactSet) is a provider of financial information and analytical applications. FactSet supports various stages of the investment process, from initial research to published results for buy and sell-side professionals. The Company builds tools to support various user workflows from asset management to wealth managers, mergers and acquisitions, advisory, sales and trading, hedge funds and private equity. FactSet’s operations are organized into three segments: the United States, Europe and Asia Pacific. The United States segment services finance professionals including financial institutions throughout the Americas, while the European and Asia Pacific segments service investment professionals located throughout Europe and Asia, respectively. FactSet combines content regarding companies and securities from various markets into a single online platform of information and analytics.

RIA space: From researching ideas to analyzing and reporting results, FactSet powers the wealth management workflow with analytical strength and a consolidated platform. Our solution combines portfolio holdings, real-time information, and high- quality content, as well as robust analytics and presentation tools, all in one place. From the moment you become a FactSet client, you will have access to a team of consultants and product specialists to ensure a seamless transition and to help you maximize the value of FactSet.

Orion integrates with Factset, providing their platform access to pull account and holding information through our API. This includes asset and model level performance.

Dec 01

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Morningstar

By Jeff Kliewer | | No Comments

A Chicago-based investment research firm that compiles and analyzes fund, stock, and general market data. Morningstar also provides an extensive line of internet, software and print-based products for individual investors, financial advisors and institutional clients.

Morningstar Direct has the ability to automatically pull accounts from Orion into their system. For more information, please see the Orion to Morningstar Import guide.

Additionally, Orion can provide an Asset Category Weighting (or break-down) for Mutual Funds from Morningstar that shows the percentage of the fund allocation as it is split among the Morningstar Asset Categories. For more information on this feature contact the Orion Market Data team.

Morningstar Website

Sep 14

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Salesforce

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Integrate Orion Connect with your Salesforce to amplify your reporting and client service needs.

A few of the many benefits your firm can experience with Orion Connect in Salesforce include:

Orion empowers integrations for over 2,800 advisor level users of Salesforce—our integration is dependable and widely-used.
We automatically send up-to-date financial account information to Salesforce—no manual syncing required!
All changes are archived and recorded so you can maintain full compliance and maintain strict data oversight.
Take immediate action with customized quick links to go from a Salesforce client record directly to the corresponding client in an Orion Connect app
The entire Orion reporting solution is integrated into your Salesforce org so you never have to switch apps to complete your billing, reporting, and trading needs.

Orion and Salesforce utilize a two-way sync so your data is accurate in both apps, all the time. When a change is made in one system, it’s updated and reflected in the other.

Maintain portfolio data, open new accounts, and see all your portfolio data down to the individual transactions inside Salesforce.

Utilize single-sign on, one-click technology to use quick links in Salesforce to open the appropriate client and action in Orion Connect.

Choose your Salesforce Product

Salesforce App Exchange – Orion Connect for Financial Services Cloud

Salesforce App Exchange – Orion Connect

Sep 13

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eMoney

By Jeff Kliewer | | No Comments

eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney’s award-winning software and resources are tailored to transform the advisor’s ability to implement comprehensive financial plans and prepare clients for a secure financial future.

In an increasingly digital world, eMoney continuously reinvents its wealth-management platform by keeping pace with cutting-edge technology trends. eMoney enables advisors to focus on client retention, the growth of their practice, and, most importantly, putting their clients first—all through the infusion of innovative solutions.

eMoney pulls account balance and performance data to help aid in the financial planning process. Run select Orion reports on-demand.

emoneyadvisor.com

Mar 28

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Wealth Access

By Jeff Kliewer | | No Comments

Wealth Access is a robust personal financial management platform. Built upon intelligent aggregation technology, Wealth Access provides highly customizable advisor and client portals which include dashboards and visuals of over 50 component-based widgets. Clients view their entire wealth picture via the comprehensive balance sheet and trending dashboard, accessing these tools via the mobile compatible portal and App.

Advisors can access Wealth Access through Orion Connect. In addition to pulling Orion’s account data as part of their account aggregation, Wealth Access also integrates with the Insight platform, combining Orion’s widgets with their own to create their dashboards.

http://www.wealthaccess.com/