Report Builder – Orion Social

Aug 13

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Equity Advisor Solutions

Equity Advisor Solutions provides custom technology and back-office solutions to Registered Investment Advisors and Broker Dealers. Our open-architecture structure allows advisors to custody their client assets on one custodial platform with Equity Trust Company, including: alternative investments (REITs, real estate, private equity), mutual funds, stocks, ETFs and more. We help advisors make their practice more efficient while enhancing the client experience. We provide a customized client portal, mobile app, billing support, performance reporting capabilities, and other back-office solutions. Our sophisticated trading technology allows advisors to trade at the individual, global or model level. Equity Advisor Solutions is an affiliate of Equity Trust Company.

The Equity Custodial System is a combination of technology licensed from Orion Advisor Solutions, and proprietary technology developed for Equity Advisor Solutions. As a result, we have full integration with Orion and Orion’s integration partners. Account open, trading, billing, deposits, and disbursements are all processed in the Orion/Equity system. Included in our offering is SSO from Orion via a Connect application direct to Equity’s inquiry and action system, the Equity App.

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 01

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Nitrogen

By Jeff Kliewer | | No Comments

Nitrogen is a web-based technology platform that provides tools for risk tolerance measurement which allow advisors to use that data to win new clients, capture and meet expectations, and quantify suitability. There are multiple ways to use the integration:

Accessible Data
Push information from Orion into Nitrogen: account values, holdings & positions, and models.

Single Sign-On (SSO) to Nitrogen
Access your Riskalyze account directly from Orion with the click of a button.

Seamless Proposals
Streamline proposal creation in Nitrogen by sending household data directly from the New Account Center or Portfolio Audit app in Orion to Nitrogen. Once the proposal is completed within Nitrogen, a PDF version of the proposal can be sent back to Orion.

Real-Time Model Risk Numbers
In Orion’s Models app, you can choose a pre-existing model or create a new one. As you add or adjust the allocation of positions, the model’s risk number will calculate in real time. You can also sync Orion models back to Nitrogen.

Orion Integrates with the standard Nitrogen features, as well as their Autopilot and Compliance Cloud platforms.

Nitrogen Website

Mar 28

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MoneyGuide

By Jeff Kliewer | | No Comments

MoneyGuide, created by PIEtech®, is the leading interactive web-based financial planning software that scales to meet the needs of all financial professionals. PIEtech® offers three dynamic configurations to MoneyGuide – MoneyGuideOne, MoneyGuidePro® and coming soon, MoneyGuideElite. Smart and adaptable, you can now provide a profitable planning experience for every client.

Orion integrates with MoneyGuide by pushing Household/Account level data in MG for use in financial plans. Then Orion can pull back Financial Plan report elements including the Plan Summary, Monte Carlo Results, Net-Worth Summary, and Insurance Information into the Report Builder, Insight, and Client Portal Apps.
https://www.moneyguidepro.com