Portfolio Audit – Orion Social

Jul 03

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Fidelity Wealthscape^SM

Fidelity^® provides Advisors access to technology tools via Wealthscape^SM, 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 Wealthscape^SM 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 Wealthscape^SM 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

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.

Nov 15

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BlackRock

By Jeff Kliewer | | No Comments

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.

www.blackrock.com

Nov 14

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ATA Risk Station

By Jeff Kliewer | | No Comments

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/

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.

Apr 04

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Everplans

By Jeff Kliewer | | No Comments

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

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

Fidelity WealthscapeSM

Orion Risk

BlackRock

ATA Risk Station

Quik!

Everplans

MoneyGuide

Fidelity Wealthscape^SM