The Schwab Advisor Center is a central place to gather updates and get a jumpstart on finding the information you need to move your business forward.
Orion downloads daily files from Charles Schwab for account reconciliation through a data interface. Additionally, Orion integrates with the Schwab Advisor Center platform for real-time viewing of Charles Schwab account information and seamless fee file submission. Additionally, Orion integrates with the Schwab Digital Account Opening tool.
RIA in a Box® provides the leading compliance solution for investment advisers. They seek to put the client first by delivering innovative software and expert advice. Established in 2005, they have helped over 3,000 investment advisers start an RIA firm and also provide ongoing monthly compliance assistance to over 1,500 SEC and state-registered RIA firms across the country. Their investment adviser compliance programs pair their MyRIAComplianceTM online software platform with compliance consulting expertise provided by their team of former regulators. Beyond RIA registration and compliance services, they often assist investment advisers with broader business decisions such as custodian and technology selection and many other considerations related to being an independent investment adviser.
RIA in a Box integrates with Orion to pull key Representative and Household level data to to ensure that an RIA firm is registered or notice filed in the proper jurisdictions and that the currently filed Form ADV information is accurate.
Orion Risk Intelligence is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in several macro-economic outcomes. The stress testing toolkit also includes macro themes for those interested in using scenarios and economic trends to effect tactical asset allocation. Orion Risk Intelligence is the ultimate tool for portfolio management needs like risk monitoring and stress testing, as well as fiduciary needs like client-friendly explanation and presentation of risk. Help your clients STAY AHEAD of risk.
Orion Risk Intelligence integrates with Orion pulling in client and account data for analysis, and then pushing back to Orion the Risk + Return visualization. Proposals generated inside Orion Risk will push to Orion the new household and account information along with the complete proposal into the New Account Center. Orion Risk also imports Orion data into their executive-level dashboard, Risk Monitor.
inStream Solutions is the industry’s first proactive financial planning software for advisors. Proactive planning needs to be smart, and smart financial advisors are both knowledgeable, and at the center of their clients’ financial lives. Built by an advisor, for advisors. Our application integrates financial advice and the coordination of subsequent financial services. We designed our software to put relevant information in the hands of our users to enable proliferation of knowledge and the coordination of services, and all of this in a proactive manner.
inStream integrates with Orion by importing Household and Account level data to create and support your client’s financial plans. The various elements of plans can be pulled back into the Orion Report Builder to share with your clients alongside other comprehensive data to create meaningful conversations.
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.
Orion integrates with Sharefile to allow Advisors to run reports directly to Sharefile, share documents through the Client Portal, and even allow Clients to link their own Sharefile accounts.
Junxure is a cloud-based CRM solution designed by advisors for advisors. With householded client and financial information, efficient workflow automation tools, comprehensive reporting, and document management features, Junxure provides advisors with a robust platform for managing client relationships.
The Junxure integration syncs Household and Account information with Orion, through an automated nightly sync. The integration also provides contextual reports and links from Junxure to Orion, adding efficiency and access back to Orion at the click of a button.
Nitrogen is a web-based technology platform that provides tools for risk tolerance measurement which allow advisors to use that data to win new clients, capture and meet expectations, and quantify suitability. There are multiple ways to use the integration:
Accessible Data
Push information from Orion into Nitrogen: account values, holdings & positions, and models.
Single Sign-On (SSO) to Nitrogen
Access your Riskalyze account directly from Orion with the click of a button.
Seamless Proposals
Streamline proposal creation in Nitrogen by sending household data directly from the New Account Center or Portfolio Audit app in Orion to Nitrogen. Once the proposal is completed within Nitrogen, a PDF version of the proposal can be sent back to Orion.
Real-Time Model Risk Numbers
In Orion’s Models app, you can choose a pre-existing model or create a new one. As you add or adjust the allocation of positions, the model’s risk number will calculate in real time. You can also sync Orion models back to Nitrogen.
Orion Integrates with the standard Nitrogen features, as well as their Autopilot and Compliance Cloud platforms.
BlackRock is trusted to manage more money than any other investment firm. Their business is investing on behalf of our clients — from large institutions to parents and grandparents, teachers, nurses, doctors and people from all walks of life who entrust their savings to them.
iRetire® from BlackRock is a retirement income planning technology offered exclusively for Financial Professionals, for use alongside clients. iRetire offers you a repeatable and engaging process to help your clients achieve their income goals in retirement.
BlackRock’s Tax Evaluator makes it easier to identify tax-loss harvesting opportunities and estimated capital gain distributions in your clients’ portfolios, so you can help them keep more of what they earn.
BlackRock integrates with Orion by providing their strategies as part of Orion’s Eclipse Communities platform.
Orion provides easy access into the Tax Evaluator and iRetire platforms via a single sign-on from the main Orion Connect dashboard or from the context of an account in the New Account Center or Portfolio Audit. Once launched into iRetire, you can create a retirement income analysis, review how inputs can impact an income gap, and discuss how different models affect the risk, allocation and outcome of the goal. The plan can then be downloaded or have the chosen model immediately assigned to the account back in Orion. The tool helps combine the power of BlackRock models and the iRetire planning and analytics with the Orion portfolio data and client engagement tools.
The core premise of ATA RiskStation™ is that no single measure of risk is perfect and reliably models downside exposure in all market conditions and for all portfolio types.
Recognizing that individual risk models can include debatable assumptions about how market data is distributed, the stability of those distributions, the volatility of individual positions and the correlations between the portfolio holdings, it becomes clear that the final risk projections are highly dependent on many assumptions that may, or may not, hold true in the future. Furthermore, additional assumptions about the “correct” period of time to use for a risk analysis or the confidence level selected, further increase the range of projected risk outcomes from even a single risk model.
Orion provides ATA RiskStation an export of an Advisor’s database to allow them to calculate risk and create detailed reports, in mass, daily.
Asset-Map®’s purpose is to change the conversation between financial professionals and their clients from analysis to advocacy, from judgement to perspective, from paralysis to action. We visually facilitate meaningful financial conversations between professionals and their clients™. Founded by successful financial advisors, Asset-Map® delivers practice management solutions transforming the advisor-client relationship by visually facilitating meaningful financial conversations. The Asset-Map Platform is cloud-based, professionally branded and delivered through the most common meeting formats today: using paper, computers, tablets or through virtual meetings. Advisors choose to use Asset-Map because it provides the next-generation of a continuous discovery process for opportunities to suitably serve their clients. In 2016, Advisors, broker-dealers, RIAs, agents and agencies have mapped over $326 billion (as of 7/31/16) in financial instruments on the Asset-Map Platform. To learn more, visit www.asset-map.com.
Asset-Map integrates with Orion to pull the Household and Account level data into the Asset-Map so that you can see your custodial investment accounts along side the clients other assets and liabilities captured and presented in their platform. Additionally, several impactful Asset-Map widgets are available in the Insight dashboard, enhancing client presentations and further transforming the advisory/planning conversation in the context of the holistic financial picture.