Insight – Orion Social

Jul 03

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Fidelity Wealthscape^SM

Fidelity^® provides Advisors access to technology tools via Wealthscape^SM, the gateway to Fidelity’s next-generation total advisor technology platform, designed to help registered investment advisors, broker-dealers, banks, and family offices digitize their businesses and deepen relationships with their clients.

Fidelity and the Wealthscape^SM platform integrate with Orion through the client and account data feed that flows into Orion Connect each day. Additional features include single sign-on as both an App and within the context of a specific account, allowing quick access to various tools, including launching the Wealthscape^SM pages for Balance, Confirms, Position, Service Center, Service Request, Statements, Integrated Cashiering Platform, and Transaction History.

Fidelity InstitutionalSM and National Financial Services LLC (together “Fidelity”) is an independent company, unaffiliated Orion Advisor Solutions, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between Orion Advisor Solutions, LLC. and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Orion Advisor Solutions, LLC. and does not guarantee, or assume any responsibility for, its content. Fidelity®, Fidelity InstitutionalSM and WealthscapeSM are service marks owned by FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 847901.3.0

Feb 21

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FinaMetrica

By Jeff Kliewer | | No Comments

The FinaMetrica Risk Tolerance Toolkit™ helps advisors and enterprises create lifetime relationships, through better advice that results in clients who refer more, invest more and remain suitably invested through market highs and lows. No matter why you are reviewing your risk tolerance testing, be it to meet ever-changing regulatory obligations, better match investment recommendations to clients’ needs or to improve communication with clients you will want to know that you are working with a market-proven methodology backed by strong academic evidence.

Orion integrates with FinaMetrica to provide Advisors with the ease of accessing the platform via single sign-on from Insight or the Household Overview – launching that client directly into FinaMetrica for analysis. Once the clients have completed the questionnaire, the score and details are pushed back into Orion to be viewed as custom fields at the Household level. These can be added to your New Account or Portfolio Audit views or can now be included in your data query reports – allowing you as the Advisor to keep informed on your client’s suitability while you work from within the Orion platform.

www.riskprofiling.com

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.

Mar 28

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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.

Fidelity WealthscapeSM

FinaMetrica

Orion Risk

TD Ameritrade Veo One

Fidelity Wealthscape^SM