Client Portal – Orion Social

Aug 13

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Equity Advisor Solutions

Equity Advisor Solutions provides custom technology and back-office solutions to Registered Investment Advisors and Broker Dealers. Our open-architecture structure allows advisors to custody their client assets on one custodial platform with Equity Trust Company, including: alternative investments (REITs, real estate, private equity), mutual funds, stocks, ETFs and more. We help advisors make their practice more efficient while enhancing the client experience. We provide a customized client portal, mobile app, billing support, performance reporting capabilities, and other back-office solutions. Our sophisticated trading technology allows advisors to trade at the individual, global or model level. Equity Advisor Solutions is an affiliate of Equity Trust Company.

The Equity Custodial System is a combination of technology licensed from Orion Advisor Solutions, and proprietary technology developed for Equity Advisor Solutions. As a result, we have full integration with Orion and Orion’s integration partners. Account open, trading, billing, deposits, and disbursements are all processed in the Orion/Equity system. Included in our offering is SSO from Orion via a Connect application direct to Equity’s inquiry and action system, the Equity App.

Sep 06

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Experian

By Ryan Cohagan | | No Comments

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.

Aug 25

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Orchestrate (Process Composer)

By Jeff Kliewer | | No Comments

Orchestrate is a Salesforce Partner company started in 2011 as a spin-off from a multi-billion dollar Registered Investment Advisory firm located in Des Moines, Iowa. Their mission is to enable best of breed operations for every financial services firm. They provide applications, services and support to financial services companies on the Salesforce platform. Their award winning application ProcessComposer® is the most popular and fastest growing workflow automation tool on Salesforce’s AppExchange. They offer additional applications, provide Professional Services and Custom Application Development branded as Virtuoso™ and Salesforce support services under the Maestro™ banner.

ProcessComposer™ is a smart engine made to compose and execute even the most complex processes. Create consistency in your delivery. This robust tool overcomes many of the limitations and frustrations of the native Salesforce.com Workflow engine and Action Plans.

Orion integrates with ProcessComposer™ through the Orion integration into Salesforce – further enhancing that integration. Additionally, a Self Service feature in the Client Portal can connect to this process to allow clients to initiate requests for Advisors to track and complete.

www.orchestratellc.com

Dec 05

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NetDocuments

By Jeff Kliewer | | No Comments

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

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Egnyte

By Jeff Kliewer | | No Comments

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

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Sharefile

By Jeff Kliewer | | No Comments

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

Dec 05

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Dropbox

By Jeff Kliewer | | No Comments

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

Dec 01

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Nitrogen

By Jeff Kliewer | | No Comments

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.

Nitrogen Website

Nov 15

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Box

By Jeff Kliewer | | No Comments

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

Aug 15

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FutureVault

By Jeff Kliewer | | No Comments

Managing the ever-increasing volume of documents for your personal life and business is often a haphazard, cumbersome, and time-consuming process, but it doesn’t have to be. FutureVault’s Digital Collaborative Vault makes it easy for your clients to securely store, organize and share the personal, financial and legal information that is most valuable to them, their family and their business.

The Digital Collaborative Vault is a white label SaaS solution designed to help you build trust, opportunity, and connection with your clients.

FutureVault will enable you to:

Strengthen Your Client Relationships
Offer a unique value-added service that enhances communication and collaboration and affords your clients ultimate peace of mind.

Maximize Your Business Potential
Differentiate your offering with a rich integrated service to attract, reward and retain clients, members, and employees.

Optimize Your Organization
Simplify business processes, reduce costs & better manage risk & compliance with efficient & secure business communications.

FutureVault is redefining communication and collaboration between organizations, clients and their network of trusted advisors (i.e.: accountants, financial advisors, lawyers, family members, etc.). Vault Holders deposit, store and manage important personal, financial and legal documents in a highly secure and intelligent interface across multiple entities like corporations, sole proprietorships, family trusts, etc.

FutureVault integrates with Orion to provide ease of access to your Advisors and Clients. Advisors can access the platform as an App on Orion Connect, while Clients can interact with their FutureVault directly within the Client Portal.

Learn More http://vip.futurevault.com/orion/