Measure client engagement with a solution built for financial advisors. Nexa Insights provides powerful survey and client feedback tools based on expert experience to help you get to know your clients and how they view your relationship and your technology. Survey results are presented in an easy-to-use, dynamic, insightful dashboard which Advisors can user to improve their relationships and firm practices.
The integration today provides a simple Advisor Single Sign On to the Nexa Insight advisor dashboard, but we are looking for feedback on where to enhance next. Advisors can imbed their client survey link in the Orion Client Portal either as a part of the welcome message that pops up when a client logs in or on the Advisor commentary area.
With Ascent Unlimited, you have access to Orion curriculum and Mindflash support, along with the unique ability to create and brand content applicable to your firm and client base at a competitive rate.
Fidelity® provides Advisors access to technology tools via WealthscapeSM, 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 WealthscapeSM 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 WealthscapeSM 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
iCapital provides access to private capital investments for both qualified purchasers ($5m+) and accredited investors ($1m+) and investment opportunities are as low as $25k. Using state-of-the-art, secure technology, qualified investors can hear established managers tell their story first-hand through an online video roadshow, analyze track record and other information, compare a manager’s performance against relevant benchmarks, review offering documents and actually invest online through the platform.
Orion integrates with iCapital for easy enrollment and access via the single sign-on.
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.
Vestorly helps you create the best possible newsletter for each of your contacts. It assembles live content, delivers personalized emails at scale and reports back results. Professionals use Vestorly to reduce work, increase authentic engagement and develop their relationships.
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.
The CAIS platform is a user-friendly environment for wealth managers to browse, select and transact funds and other products easily. The hub can also be used to view due diligence summaries, construct portfolios, track client investments and access thought leadership pieces.
BlackRock is trusted to manage more money than any other investment firm. Their business is investing on behalf of our clients — from large institutions to parents and grandparents, teachers, nurses, doctors and people from all walks of life who entrust their savings to them.
iRetire® from BlackRock is a retirement income planning technology offered exclusively for Financial Professionals, for use alongside clients. iRetire offers you a repeatable and engaging process to help your clients achieve their income goals in retirement.
BlackRock’s Tax Evaluator makes it easier to identify tax-loss harvesting opportunities and estimated capital gain distributions in your clients’ portfolios, so you can help them keep more of what they earn.
BlackRock integrates with Orion by providing their strategies as part of Orion’s Eclipse Communities platform.
Orion provides easy access into the Tax Evaluator and iRetire platforms via a single sign-on from the main Orion Connect dashboard or from the context of an account in the New Account Center or Portfolio Audit. Once launched into iRetire, you can create a retirement income analysis, review how inputs can impact an income gap, and discuss how different models affect the risk, allocation and outcome of the goal. The plan can then be downloaded or have the chosen model immediately assigned to the account back in Orion. The tool helps combine the power of BlackRock models and the iRetire planning and analytics with the Orion portfolio data and client engagement tools.