Orion Resells Licenses – Orion Social

Sep 06

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Experian

Worrying about potential threats to data security shouldn’t be apart of your financial picture. With Experian®, a global leader in consumer and business credit reporting and marketing services, it doesn’t have to be. And you now have access to these robust protections right in your Advizr Client Portal.

Gain the peace of mind that comes with knowing your information is safe with client protection services including:

Credit Scores
You get a monthly VantageScore* to see where your credit stands, what’s changed and where to go from there.

Dark-Web Monitoring
Experian provides cyber monitoring for email addresses, ID numbers, and account numbers so you know right away if someone is trying to use your information.

Timely Notifications
If your identity is used by someone else, you want to know right away. Experian will send you notifications as soon as fraudulent acts are made against your information.

Non-Credit Loan Monitoring
If someone tries to use your client’s identity for a pay-day loan, you’ll know about it

Social Security Number Trace
Know the names and addresses associated with a particular Social Security Number

Financial Account Monitoring
Automatic alerts are sent any time there is a change in a client’s account that could impact their portfolio

Change of Address Monitoring
If a thief tries to change a client’s address, you’ll know.

Feb 22

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BizEquity

By Ryan Cohagan | | No Comments

BizEquity’s business valuation tools provide an opportunity for advisors to provide this information to their clients to create a more comprehensive financial picture.

Ascent Unlimited

By Ryan Cohagan | | No Comments

With Ascent Unlimited, you have access to Orion curriculum and Mindflash support, along with the unique ability to create and brand content applicable to your firm and client base at a competitive rate.

LexisNexis

By Ryan Cohagan | | No Comments

LexisNexis is a fully integrated compliance platform that enables organizations to consolidate compliance processes, standardize controls and bring enterprise-wide operational consistency. Reduce the complexity and boost the efficiency of your KYC processes by accessing identity verification, screening, due diligence, and fraud prevention services through a single point of entry for a consistent user experience. By combining industry-leading filtering software with the unmatched watch list content of WorldCompliance™ Data, LexisNexis delivers significant efficiencies to the screening processes to drive compliance cost down, increase operational capacity and reduce cycle times.

Orion integrates with the LexisNexis Bridger Insight tools within the Verify Tool in the Compass app which will screen your clients’ various lists of prohibited persons, entities and other bad actors. This integration helps you efficiently confirm the identities of your clients and alert you of ones that may need a second look.

Jan 09

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Orion Risk

By Ryan Cohagan | | No Comments

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.

Dec 05

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Junxure

By Jeff Kliewer | | No Comments

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.

Junxure Website

Sep 14

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Salesforce

By Jeff Kliewer | | No Comments

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

Apr 04

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Quik!

By Jeff Kliewer | | No Comments

Quik! is the ideal solution when you need existing paper-based or electronic forms to work better while retaining their exact look and feel. We take your original form as is and make the form fillable, interactive, secure and signable, all within a web browser. Why rebuild or redesign your forms when Quik! can simply make your current forms work better!

The Quik! Forms Engine (API) powers web, mobile, server and client solutions with ease. Customers and partners alike use the Quik! Forms Engine to build their ideal workflow and business process with seamless integration to forms.

Quik! Forms

See what the Press is saying about this integration HERE.

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/