Goldman Sachs Custody Solutions delivers institutional access, insights, and digital-forward solutions to help you grow your business and better serve your clients. Our approach goes beyond traditional custody services.
Self Service
DPL Financial Partners is the leading commission-fee annuity marketplace bringing best-in-class solutions from the nation’s top carriers to RIAs and their clients. DPL’s commission-free products, proprietary tools, and embedded technology enable advisors to more holistically serve their clients and grow their practices with modern annuity and insurance solutions. Clients benefit from products that offer competitive pricing and transparent, fiduciary implementation to meet a rand of needs in the financial plan.
Orion and DPL integrate together by providing SSO direct access so Advisors can seamlessly expand their offering to include annuities and insurance, strengthening their fiduciary process with scalable, fee-based solutions. With a robust data feed from DPL to Orion, advisors can view position and transaction data, enabling the management of annuity assets within the Orion platform.
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.
BNY Mellon’s Pershing provides global financial solutions to advisors, asset managers, broker-dealers, family offices, fund managers, registered investment advisor firms and wealth managers. As a business-to-business provider, we help our clients power their businesses and maximize opportunities because they can rely on our industry expertise, our innovative solutions and our powerful technology. Our clients are leaders in their fields and they choose Pershing because we are a leader in ours.
Click HERE to view the webinar about the newest integration features between Orion and Pershing.
Nationwide Smart Credit, powered by Supernova Technology, is a revolving line of credit secured by a consumers’ qualifying non-retirement investment securities. Smart Credit gives you the ability to offer your clients an advanced technology solution that is fully-automated and easily accessible from origination through the life of the loan. It gives them ready access to capital and can be considered as an alternative to liquidating assets.
Health is your client’s largest asset. How are you protecting it?
Genivity is an AI software platform helping advisors engage clients and retain next generation heirs through life stage, health risk, & care cost planning.
Genivity’s dynamic client engagement tool that predicts family & lifestyle-based health risks to help advisors provide more comprehensive, targeted advice to clients, and better communication with the family.
For more information about the value of Genivity and how the Integration between Orion and Genivity works, click HERE.
MyRepChat is the only solution allowing for the compliant exchange of a text message between an advisor and their client to be created by an advisor. MyRepChat is more than just a texting platform though. The integrations with all major CRMs ensures conversations and contacts don’t need to be duplicated. The integrations with content providers and other industry tools allow for expedited delivery of important and time-sensitive information. 97% of smartphone users text regularly, and with MyRepChat, Financial Advisors can now engage their clients and prospects utilizing the most efficient method of communication available today.
The Schwab Advisor Center is a central place to gather updates and get a jumpstart on finding the information you need to move your business forward.
Orion downloads daily files from Charles Schwab for account reconciliation through a data interface. Additionally, Orion integrates with the Schwab Advisor Center platform for real-time viewing of Charles Schwab account information and seamless fee file submission. Additionally, Orion integrates with the Schwab Digital Account Opening tool.
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.