Onboarding – Orion Social

Aug 06

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APEX

Apex Advisor Solutions empowers the future of wealth management with an ecosystem of advanced technology, including digital custody and clearing provided through Apex Clearing Corporation. Focused on helping advisors unlock new paths to scalable organic growth, these solutions include real-time account opening and funding, advanced rebalancing, and data insights — via the next-level advisory UI, Apex Astra^TM — as well as enterprise-scale API-enabled collaborations.

For more information, visit the Apex Advisor Solutions webpage: https://apexfintechsolutions.com/solutions/advisory-platforms/

Feb 22

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BizEquity

By Ryan Cohagan | | No Comments

BizEquity’s business valuation tools provide an opportunity for advisors to provide this information to their clients to create a more comprehensive financial picture.

LaserApp

By Jeff Kliewer | | No Comments

Laser App fills your financial industry forms for you, saving you tremendous amounts of time processing your paperwork. With over 33,000 forms in the library, we collect the most financial industry forms and fill them out automatically with more client data than any other system. Forms are consistent, up-to-date, and fast so you can focus on your client, not your paperwork.

**Please Note: Orion currently only supports the Laser App Fusion product.

Orion integrates with Laser App to simplify the account onboarding process by eliminating duplicate data entry and utilizing digital forms.

www.laserapp.com

Jan 09

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Orion Risk

By Ryan Cohagan | | No Comments

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.

Dec 21

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Jemstep

By Jeff Kliewer | | No Comments

Jemstep is an innovative advisor-directed technology that enhances the way financial advisors run their businesses. Their platform allows advisors to prospect for and serve clients more efficiently, and to use the latest digital technology to deliver their valued advice.

Jemstep integrates into Orion by capturing a prospect’s information and model selection and then creating that new household/account in Orion. This adds efficiency and scalability by passing the relevant data into Orion during this onboarding process.

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

Apr 04

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Quik!

By Jeff Kliewer | | No Comments

Quik! is the ideal solution when you need existing paper-based or electronic forms to work better while retaining their exact look and feel. We take your original form as is and make the form fillable, interactive, secure and signable, all within a web browser. Why rebuild or redesign your forms when Quik! can simply make your current forms work better!

The Quik! Forms Engine (API) powers web, mobile, server and client solutions with ease. Customers and partners alike use the Quik! Forms Engine to build their ideal workflow and business process with seamless integration to forms.

Quik! Forms

See what the Press is saying about this integration HERE.