Household Data – Orion Social

Aug 20

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Andes Wealth

Andes Wealth Technologies

Andes Wealth Technologies is the first company to combine behavioral finance with risk visualization to provide a new way to deliver wealth management services. Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets Theory, Andes Wealth Technologies seamlessly integrates risk tolerance, behavioral finance, portfolio analytics, and IPS generation into a comprehensive and robust client onboarding and communication technology solution. Helen Yang, CFA, founder, and CEO of Andes Wealth Technologies, shared the prestigious Harry Markowitz Award with Dr. Lo in 2011.

About Our Integration:

Use this custom data query to sync household and account data within Orion to the Andes Wealth platform, allowing you to seamlessly move clients from risk profiling to portfolio model selection and ongoing monitoring, all while applying behavioral finance concepts.

Feb 22

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PractiFi

By Jeff Kliewer | | No Comments

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

Nov 05

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NaviPlan

By Jeff Kliewer | | No Comments

As one of the industry’s most powerful and flexible financial planning applications, NaviPlan® allows you to accommodate all client needs, from simple to sophisticated. NaviPlan® is a leader for detailed tax planning, advanced solutions and ultra-high net worth clients, yet it is also flexible enough to produce quick, goal-based assessments on the fly.

Orion integrates with NaviPlan to provide household, account, and holding level data to be used in the financial plan and analysis.

Aug 25

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LaserApp

By Jeff Kliewer | | No Comments

Laser App fills your financial industry forms for you, saving you tremendous amounts of time processing your paperwork. With over 33,000 forms in the library, we collect the most financial industry forms and fill them out automatically with more client data than any other system. Forms are consistent, up-to-date, and fast so you can focus on your client, not your paperwork.

**Please Note: Orion currently only supports the Laser App Fusion product.

Orion integrates with Laser App to simplify the account onboarding process by eliminating duplicate data entry and utilizing digital forms.

www.laserapp.com

Apr 06

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RIA In A Box

By Jeff Kliewer | | No Comments

RIA in a Box® provides the leading compliance solution for investment advisers. They seek to put the client first by delivering innovative software and expert advice. Established in 2005, they have helped over 3,000 investment advisers start an RIA firm and also provide ongoing monthly compliance assistance to over 1,500 SEC and state-registered RIA firms across the country. Their investment adviser compliance programs pair their MyRIACompliance^TM online software platform with compliance consulting expertise provided by their team of former regulators. Beyond RIA registration and compliance services, they often assist investment advisers with broader business decisions such as custodian and technology selection and many other considerations related to being an independent investment adviser.

RIA in a Box integrates with Orion to pull key Representative and Household level data to to ensure that an RIA firm is registered or notice filed in the proper jurisdictions and that the currently filed Form ADV information is accurate.

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 12

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RiskPro

By Jeff Kliewer | | No Comments

RiskPro is a state-of-the-art risk profiling, proposal generation and automated risk surveillance platform that evaluates, clearly defines and articulates risk for investors, RIAs and Broker-Dealers. Their goal is to help standardize the risk management process and to take the ambiguity out of risk conversations among investors, RIAS, Compliance and portfolio managers.

Dec 11

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InStream Solutions

By Jeff Kliewer | | No Comments

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

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RedBlack

By Jeff Kliewer | | No Comments

RedBlack provides portfolio rebalancing and trading solutions used by asset management firms, wealth managers, registered investment advisors, brokers, banks and trust companies.

Automating the rebalancing process and rapidly executing trades in response to tactical decisions results in improved portfolio performance and a more efficient and profitable business practice that enables advisors to spend more time with clients and prospects.

Orion integrates with RedBlack by providing Household, Account, Position, and Cost-basis data for trade management and rebalancing.

RedBlack Website

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