You need a portfolio accounting solution that enables your firm’s unique value proposition, not a one-size-fits-all. At Orion, we integrate our portfolio accounting and rebalancing solutions with the CRM, financial planning and custodial systems that are the best fit for the way you do business. Our web service API powers integrations in real-time and we are always focused on building out additional capabilities. We deliver our entire suite of portfolio accounting and rebalancing functionality through web-based CRM systems. We believe in the independent power that integration provides!
Junxure is a CRM solutions provider and practice improvement firm that provides technology, consulting and training to financial advisors. Junxure® and Junxure Cloud™ support enhanced productivity and stronger client relationships while ClientView Live offers secure private portals for clients. junxure.com
Applications, services, and support for financial services companies on the Salesforce platform. Our mission is to enable best-of-breed operations for every financial services firm. orchestratellc.com
Redtail Technology, Inc. is the leader in web-based Client Relationship Management solutions for the financial advisor. Redtail is bringing next-generation technology to the financial advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN! redtailtechnology.com
Salentica CRM is built on Microsoft Dynamics CRM and provides a complete CRM solution for RIA’s, wealth managers and family offices Salentica CRM provides prebuilt integration to Orion Connect as well as real time integration to the industry’s leading custodians. salentica.com
Experience Orion like never before using Orion Connect, available in the Salesforce AppExchange. Your portfolio accounting data sits under the same roof as all your other client information you already store in Salesforce, making your team more efficient and able to get more done. salesforce.com
SmartOffice CRM helps your growing firms manage multiple lines of business and a large client base from anywhere, anytime—all while increasing the personal level of service that secures your position as your clients’ most trusted financial advisor. An easy-to-use, web-based, industry-specific financial advisor solution, SmartOffice ties together the diverse pieces of your business: people, process, and systems. As a result, your entire office can do business faster while building and maintaining strong client relationships that drive more business. Learn more today—visit our website, www.ebixcrm.com/smartoffice or call us at 800-777-9188.
Wealthbox CRM is designed for financial advisors to track client relationships and collaborate as a team with ease. With a modern design, intuitive workflows, and no training required, advisors can sign-up-and-go at www.Wealthbox.com. wealthbox.com
Trade Order Management (TOM)
Orion’s TOM platform allows you to create, review and edit your trade orders with powerful back-end processing and ease, all from any major web browser on any Internet-capable device.
TOM gives your team proactive alert capabilities so you always know critical information, as it’s happening. You also get real-time pricing information and real-time equity trading (via our FIX connection). Learn More
Blaze Portfolio Systems LLC, delivers streamlined technology solutions to investment professionals. ATOM Align is a web-based portfolio modeling and trade order management solution for investment advisor, investment management, trust, broker dealer, and multi-family office clients. Atom Align streamlines the model rebalancing process with its intuitive design and comprehensive features. The trading and OMS capabilities in Atom Align include real-time electronic trading via FIX (Financial Information eXchange), trade compliance and block order management. blazeportfolio.com
Known as the intelligent rebalancer, iRebal standalone software supports multiple custodians and is available for a licensing fee. Create custom, rule-based settings to simultaneously rebalance hundreds of portfolios while considering unique client circumstances, tax consequences, and liquidity needs. irebal.com
iRebal products and services are property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC.
RedBlack Software is the independent market leader in portfolio rebalancing and trading software. RedBlack enables advisors to continuously monitor accounts and households, proactively rebalance, trade rapidly, and respond to client needs. Customer-driven design, innovative technology and agile delivery ensure that RedBlack’s products continuously evolve to meet the demand of customers, the industry and the market.
Total Rebalance Expert
Total Rebalance Expert is the largest independently owned rebalancing and trading platform. It is the most tax efficient rebalancer with patented technology for household level rebalancing, cash management, capital gain distribution avoidance, location optimization, tax harvesting (gain and loss), charitable lot identification, tax benefit reporting, and much more. trxpert.com
Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry. At Advicent, everything comes back to our core mission—enabling everyone to understand and impact their financial future. The Advicent™ product offering includes the NaviPlan® and Profiles™ and Figlo™ financial planning applications, the Advisor Briefcase® marketing communications tool and the Narrator™ application builder. advicentsolutions.com
Advizr is the next generation in financial planning software. Advizr has automated advice delivery, empowering more advisors to participate in holistic advice and allowing more clients to receive financial plans regardless of their net worth. Its intuitive, powerful and sleek interface enables advisors to create and deliver plans in minutes. advizr.com
eMoney Advisor is the only wealth planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney’s award-winning software and resources are tailored to transform the advisor’s ability to implement comprehensive financial plans and prepare clients for a secure financial future. In an increasingly digital world, eMoney continuously reinvents its wealth-management platform by keeping pace with cutting-edge technology trends. eMoney enables advisors to focus on client retention, the growth of their practice and, most importantly, putting their clients first—all through the infusion of innovative solutions. emoneyadvisor.com
inStream is an innovative “cloud-based” wealth management & financial planning platform that is quickly revolutionizing the way wealth managers deliver advice to their clients. Devised by an advisor, inStream performs a complete “annual review” for all of an advisor’s clients every single evening, and every single morning generates an updated financial plan and series of alerts based on the nightly review that tells the advisor which clients to call and what to discuss with them. inStream seamlessly integrates directly with Orion, which makes getting up and running easy, and ensures that the client data in inStream is always current. instreamwealth.com
Advisor Software, Inc. (ASI) is a leading provider of wealth management technology. ASI pioneered enterprise rebalancing and a household balance sheet approach to financial planning available through goalgamiPro. ASI’s solutions have been used by over 92,000 advisors. advisorsoftware.com
MoneyGuidePro makes sophisticated, goal-based planning fast and easy. Smart and adaptable, you can now provide a profitable planning experience for every client. The powerful planning tools you’d expect, plus a Social Security maximizer, tech integration and account aggregation. moneyguidepro.com
RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, we significantly cut down time and cost of creating a plan and improve user experience. Designed to promote interaction and collaborations between advisors and clients, RightCapital provides a simple and powerful financial planning tool and a Personal Finance Management (PFM) portal to create financial plans real time. rightcapital.com
AdvisoryWorld provides portfolio analysis and investment planning, proposal generation, and workflow and document management applications to investment advisors, broker/dealers, TAMPs, banks and insurance companies. AdvisoryWorld’s apps and services are integrated with leading CRM, portfolio management and financial planning apps such as Orion, Redtail and MoneyGuidePro. advisoryworld.com
FactSet helps the world’s best investment professionals outperform. For more than 35 years, financial professionals have relied on FactSet’s streamlined solutions and unmatched client support to get their jobs done, better. FactSet’s global datasets, powerful analytics, and comprehensive data feeds let users stay ahead of market trends, access extensive company and industry intelligence, and monitor performance of their equity and fixed income portfolios in the office or on the go. FactSet.com or Follow us on Twitter: Twitter.com/factset
Personal Financial Management
Wealth Access is the industry leading personal financial management (PFM) platform for advisors updated daily and viewable anytime on any device. Powered by Intelligent Aggregation with feeds from over 20,000 sources, including hard to report on assets such as private investments and hedge funds, along with deep integrations with financial planning systems Wealth Access is built for the HNW/UHNW investor. Entire balance sheet focused, Wealth Access delivers clarity to complex wealth structures inherent in multi-generational wealth families. wealthaccess.com
ByAllAccounts provides innovative data aggregation technology for financial applications. The company develops the essential data aggregation technology that serves as the foundation for the financial industry’s wealth management applications, including portfolio management, reporting, compliance, trust accounting, and client relationship management (CRM). Its open architecture solution uses artificial intelligence to gather and transform financial account data and deliver it to any financial platform. The firm’s network of clients, custodial relationships, and platform and service providers rely on ByAllAccounts as their primary connector to structured and unstructured financial account data. www.byallaccounts.com.
Chicago Clearing Corporation
Chicago Clearing Corporation (CCC) is the securities class action settlement recovery specialist. Now entering its third decade, CCC is uniquely suited to address all of your clients’ class action needs. Since inception, the firm has recovered over $300 million for its clients—$120 million since 2009 alone. CCC has partnered with Orion Advisor Services to provide an easy and hassle-free way to retrieve the trade history CCC needs to file securities class action claims on behalf of your clients. Contact CCC today to learn more about how CCC’s class action services solution can benefit your practice. chicagoclearing.com
Betterment Institutional is an advisor-branded digital investment technology that automates the operational side of an advisor’s business and lets advisors do what they do best – advise their clients. We provide advisors and their clients with the most efficient investing experience:
-Fully automated trading and investment solutions
-Tools to streamline your back-office operations
-A globally diversified, low-cost portfolio of ETFs
-Tax-efficient features to save your clients money
-Seamless integration with your brand
Laser App Anywhere is the mobile forms filling solution designed for the financial advisor. It is a pure web solution that operates across modern browsers on tablets, Macs, PCs, and even smart phones. The system integrates seamlessly web based CRMs & account opening tools to prefill your investment, insurance, advisory, and broker-dealer forms. Once e-forms are prefilled, they can be printed, saved, or electronically signed & securely transmitted. Spend less time processing paperwork manually and realize the cost savings and increased productivity using Laser App Anywhere. laserapp.com
Vestorly helps financial professionals deliver smart, unlimited content from all over the web to their audience through a customized web browsing experience. Simplify the complex and costly process of online marketing with access to any type of web content in one place. Empower your webpages, email campaigns, and social media campaigns with real-time dynamic content while capturing robust behavioral data on your clients and prospects. Vestorly advisors are signing new clients and generating referrals on an automated basis. Vestorly.com
HiddenLevers is quickly becoming the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. The cloud-based toolkit includes a macro scenario library, scenario modeling, a scenario hedging wizard, risk profiles for portfolios and individual securities, state-of-the-art charting, and thoughtful client-facing output. HiddenLevers is based in New York City. hiddenlevers.com
RIA in a Box LLC
Our mission at RIA in a Box® is to enable fellow entrepreneurs to create their own registered investment advisory firms and receive the ongoing support they need to remain in constant regulatory compliance. We’ve helped over 2,500 investment advisers start an RIA firm and also provide ongoing monthly compliance assistance to over 1,300 SEC and state-registered RIA firms across the country. MyRIACompliance™ combines our team of experts with an online software platform to help RIA firms better manage and automate regulatory responsibilities. riainabox.com
Not seeing an integration? Please contact your Advisor Success Advocate.
Fuse Development Conference
Each September, we host a developers’ conference focused on encouraging integration and building an ecosystem within the financial services tech community. Top technology developers from across the industry are invited to come together and serve advisors in a collaborative way.
Fuse takes place among the stunning vistas of Park City, Utah. The next Fuse event is scheduled for September 8-11, 2016.
Information presented in this website with respect to any third party service provider has been provided by those third party service providers and has been reproduced here with their permission. Such information does not reflect the views and opinions of Orion Advisor Services, LLC or its affiliated companies (collectively, “Orion”). Orion does not endorse any particular third-party product or view. Our clients should undertake their own assessments to determine whether these third parties meet their business and due diligence requirements.