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, even in the most regulated industries.

Orion integrates with Egnyte to allow Advisors to run reports directly to Egnyte, share documents through the Client Portal, and even allow Clients to link their own Egnyte accounts.

www.egnyte.com

Dropbox simplifies the way people work together. 500 million registered users around the world use Dropbox to work the way they want, on any device, wherever they go. With 150,000 businesses on Dropbox Business, they are transforming everyday workflows and entire industries.

Orion integrates with Dropbox to allow Advisors to run reports directly to Dropbox and share documents through the client portal.

www.dropbox.com

Box is an enterprise content management platform that solves simple and complex challenges, from sharing and accessing files on mobile devices to sophisticated business processes like data governance and retention.

Since 2005, Box has made it easier for people to securely share ideas, collaborate and get work done faster. Today, more than 41 million users and 74,000 businesses—including 59% of the Fortune 500—trust Box to manage content in the cloud.

Orion integrates with Box to allow Advisors to run reports directly to Box, share documents through the Client Portal, and even allow Clients to link their own Box accounts.

www.box.com