Nov 14
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ATA Risk Station

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The core premise of ATA RiskStation™ is that no single measure of risk is perfect and reliably models downside exposure in all market conditions and for all portfolio types.

Recognizing that individual risk models can include debatable assumptions about how market data is distributed, the stability of those distributions, the volatility of individual positions and the correlations between the portfolio holdings, it becomes clear that the final risk projections are highly dependent on many assumptions that may, or may not, hold true in the future. Furthermore, additional assumptions about the “correct” period of time to use for a risk analysis or the confidence level selected, further increase the range of projected risk outcomes from even a single risk model.

Orion provides ATA RiskStation an export of an Advisor’s database to allow them to calculate risk and create detailed reports, in mass, daily.

http://atariskstation.com/

Aug 14
0

Selequity

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As a trusted advisor, Selequity welcomes you to explore commercial real estate (CRE) investment opportunities for your clients. You can review CRE offerings and, through our platform, collaborate with your clients about deals that may have special appeal – such as a project in a community familiar to them.

Currently Selequity and Orion only integrate to provide a Single Sign-On App – however we are eager to receive feedback from our mutual clients on additional integration features and how they would work best with their client workflows.

https://selequity.com/

Get to know Selequity

May 24
0

Artivest

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Artivest connects a wider audience of suitable investors with investment opportunities in top quality private equity and hedge funds that are typically available only at institutional minimum investment sizes.

The Artivest Solution
High fees, limited access, and time-consuming research can make it difficult to offer clients high-quality private funds. Artivest provides a turnkey solution.

  • Quality Managers: Extensive due diligence process in order to provide only the highest quality product across geographies, sub-sectors, liquidity profiles, and risk appetites
  • Improved Access: Premier funds at lower minimums and fees presented in an easily digestible, user-friendly way
  • Easy Management: Subscription documents, performance reporting, capital calls, and distributions all conducted online and fully integrated with internal and external systems.

What This Means for You
Artivest handles the fund screening, administration, and reporting, so you can concentrate on what’s important – building and growing client relationships.

Orion integrates with Artivest for easy enrollment and access via a single sign-on.

artivest.co

May 13
0
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Kwanti

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Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects.

With Portfolio Lab, advisors can compose, test and show portfolios in seconds to their clients. The product’s interactive ‘what-if’ analytics combined with rich data visualization significantly improves the advisor tool experience and makes Portfolio Lab a valuable complement to standard platforms.

Orion integrates with Kwanti to provide single sign-on, along with account and model portfolio data for the platform to analyze.

https://kwanti.com/

Apr 04
0

Everplans

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Everplans Professional is a Life and Legacy planning tool that allows financial advisors to collaborate with their clients to create a complete, organized, and shareable plan for their family in case something happens to them. Clients are guided through a simple step-by-step process to organize their legal, financial, healthcare and other information with the help of their advisor. They can then share those vital documents and personal requests with their loved ones, who we call “Deputies”. Wills, funeral wishes, digital account information, and even what kind of food the cat prefers are captured in the Everplan.

Advisors who offer Everplans have a powerful means of gaining a deeper understanding of their clients as well as a simple means of reaching across the generational divide to the next generation of heirs. The more clients share their Everplan with family, the more the advisor becomes involved with their next generation of clients.

In addition to a single sign-on App, Orion integrates with Everplans to add efficiencies in exporting your client list and receiving back notification on new leads.

try.everplans.com/ilp/partners/orion

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