Sep 06
0

Experian

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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 19
0

Ascent Unlimited

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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.

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Mar 12
0

LexisNexis

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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.

Dec 11
0

InStream Solutions

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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.

instreamwealth.com

Dec 05
0

NetDocuments

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NetDocuments is enterprise content management in the cloud. Small to large organizations rely on NetDocuments’ modern, secure solution for intelligent and confidential document and email management. With decades of document management experience, NetDocuments continually enhances the application, providing customer firms the most innovative solution for document and email management available in the market today.

Orion integrates with this platform allowing Advisors to run reports directly to NetDocuments or share documents through the Client Portal.

Currently Orion does not allow direct User linking to NetDocuments, but rather connects only via our Advisor Shared feature for Cloud Storage.

www.netdocuments.com

Dec 05
0

Egnyte

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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

Dec 05
0

Sharefile

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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.

www.sharefile.com

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