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.
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.
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.
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 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
Our vision to fully integrate Orion Planning’s next-generation client portal technology into Orion Connect starts with a single sign-on (SSO) integration, asset class mappings, and account type mappings (based on Orion’s defaults) from Orion to Orion Planning. The SSO integration works at the advisor and rep level, allowing these stakeholders to engage with financial advice faster in order to provide more meaningful results.
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.
See what the Press is saying about this integration HERE.
MoneyGuide, created by PIEtech®, is the leading interactive web-based financial planning software that scales to meet the needs of all financial professionals. PIEtech® offers three dynamic configurations to MoneyGuide – MoneyGuideOne, MoneyGuidePro® and coming soon, MoneyGuideElite. Smart and adaptable, you can now provide a profitable planning experience for every client.
Orion integrates with MoneyGuide by pushing Household/Account level data in MG for use in financial plans. Then Orion can pull back Financial Plan report elements including the Plan Summary, Monte Carlo Results, Net-Worth Summary, and Insurance Information into the Report Builder, Insight, and Client Portal Apps.
https://www.moneyguidepro.com
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.
Veo is a powerful account management and trading platform, designed specifically for advisors—based on feedback from advisors. With ample core functionality and the ability to access leading third-party applications through Veo Open Access, Veo gives you the flexibility and control to run your business your way.
Orion downloads daily files from TD Ameritrade for account reconciliation through a data interface. Additionally, Orion integrates with the Veo platform for real-time viewing of TD Ameritrade account information.
https://tdainstitutional.com/veo
TD Ameritrade, Inc. and Orion are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of, Orion’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Orion. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.