iRebal is designed to offer you more effective portfolio management, tax efficiency, dynamic cash management, tax-loss harvesting, and more.2 Available for a licensing fee, iRebal software supports multiple custodians and is most appropriate for firms seeking a high degree of customization and sophistication.
**Please Note: Orion only integrates with the standalone version of iRebal, not the web-based version.
Yourefolio is designed with innovative tools and modules to help professionals with all aspects of estate and legacy planning within their practice. Never leave the software to engage, prepare, plan, execute, illustrate, connect, review, administer and settle any type of clients estate.
Tifin Grow is the only multidimensional risk tolerance questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
With Tifin Grown, you can easily customize how you engage with your clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk.
Unlike traditional risk tolerance assessment tools which focus primarily on the client’s willingness to accept risk, Tolerisk® measures the client’s willingness and their ability to take investment risk, by incorporating their cash-flows. All factors are combined into a simple, measurable, and actionable risk directive.
Orion integrates with Tolerisk allowing you to easily import your clients and portfolios into the platform for analysis.
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors.
Orion can provide extensive data to Fi360 that provides them the foundation to provide analysis and education about your practice.
Portfolio rebalancing software and trading technology for investment professionals.
Chicago Clearing Corporation (CCC) is the premier claims filing specialist in securities class action settlements. CCC serves a wide range of investors, such as bank trust departments, investment advisors, money managers, mutual funds, pension funds, hedge funds, brokerage firms, family offices, high net worth individuals, market makers, specialists, proprietary trading firms and professional traders. No matter the type of investor, CCC will use its unique skill set and unrivaled experience to retrieve every dime owed.
Over $32 billion in settlement funds have been distributed in the past five years and up to $100 billion may settle over the next ten. Clearly, filing claims is imperative.
Orion provides a direct data feed for a Firm’s clients, helping CCC identify holdings with a claim against them, helping Advisors collect these settlements for their clients in an efficient way. This file can be sent to CCC directly upon an Advisor’s request.
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.