Consumes Insight Widgets

Feb 22

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PractiFi

PractiFi’s platform combines clients’ financial goals, risk profile, cash flow, assets, debt and insurances into a single, unified view, while offering integrations with a wide variety of partners to help advisors strengthen their business ecosystems. By joining forces with PractiFi, advisors can view all of their Orion Accounts and Holding information from within the PractiFi client record and summarize account performance instantly in the Insights Dashboard.

Orion integrates with PractiFi via our Salesforce App to provide the same great features within Practifi. The combination provides data syncing, household and account data on Practifi records, along imbedded Insight tiles and deep, contextual links.

practifi.com

Practifi on the Salesforce AppExchange

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

Mar 28

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Redtail

By Jeff Kliewer | | No Comments

Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

In addition to accessing Orion Connect directly with the platform, Redtail also integrates with Orion household and account data, keeping balances up to date. New accounts are pulled in automatically each day. Redtail also features several key Orion features within the platform including Insight, the Eclipse Trading widget, Orion Reports, and a new ability to send a new Contact directly into Orion’s New Account Center, so you can easily create that new household in Orion and then launch the forms for the client using Quik! or LaserApp. This integration focuses on adding efficiencies, accessing your data where you need it, and bringing Orion functionality within Redtail for ease of use when you are interacting with your client records.

redtailtechnology.com

Mar 28

0

TD Ameritrade Veo One

By Jeff Kliewer | | No Comments

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.