Orion Planning – Orion Social

Sep 06

Experian

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.

May 09

Clover

By Jeff Kliewer | | No Comments

Clover is both a merchant account provider and a technology company, which allows them to truly provide an all-in-one payment solution. Through their technology platform, they offer a merchant account solution, payment gateway, mobile, and ACH processing through one company. They are also one of the only payment processors in the US with an A+ BBB rating. Clover is a powerful integration that allows you to charge your client’s management fees directly to their credit card within the Orion system.

Orion integrates with Clover using the credit card information entered at the Household level in Orion to link to the Clover payment system. This connection is then used during the billing process to charge advisory fees to the client’s credit card and then receive updates on the posted payments in a Fee Collection instance in the Orion Bill Generator.