Category: Integrations

20
Feb

How The LexisNexis Integration Helps You Manage OFAC Compliance

The new LexisNexis integration screens client information against the prohibited person and prohibited entity lists that are published by the US Treasury’s Office of Foreign Assets Control (OFAC) and the Commerce Department.

The post How The LexisNexis Integration Helps You Manage OFAC Compliance appeared first on Orion Advisor Services.

16
Jan

Research Holdings with Orion’s AdvisoryWorld Integration

Learn more about Orion’s AdvisoryWorld Integration to see how to incorporate deep data insights into your reports.

The post Research Holdings with Orion’s AdvisoryWorld Integration appeared first on Orion Advisor Services.

04
Oct

Updates to the Orion Integration with Riskalyze – Just in Time for FI Summit 2017

Orion has integrated with Riskalyze for a number of years now, and we’re excited to see them launch their user conference, the Fearless Investing Summit, this week. If you’re at the FI Summit, make sure to catch our team in the exhibit hall. We’re right by the front door! We also want to take this opportunity to highlight the expanded Orion integration with Riskalyze. We now provide the Riskalyze Risk Number for a household, account, and even individual assets. With this change, Orion clients can now review the suitability and risk components that make up the full portfolio. Reviewing suitability and risk components goes even farther than a full portfolio review, though. You can even compare suitability and risk information to the Model you have assigned to that client. Orion shows three key numbers now: Your Questionnaire, Your Portfolio, and Your Model. In the screenshot below, you can see how these will display within Orion Connect. The enhanced Riskalyze integration is now available in Insight and the Client Portal. Have some questions? Please contact the Orion Integration Support team through Orion Social.    0360-OAS-10/4/2017

The post Updates to the Orion Integration with Riskalyze – Just in Time for FI Summit 2017 appeared first on Orion Advisor Services.

05
Jul

Using Orion to Track Alternative Investments

Alternative Investments

Alternative investments are on the rise. As an advisor, tracking your client's alternative investments allows you to report on their full financial status.

The post Using Orion to Track Alternative Investments appeared first on Orion Advisor Services.

21
Jun

Providing a robo-advisor experience without using a robo

robo-advisor experience

It’s possible for advisory firms to provide a robo-advisor experience without using a robo. In today’s post, we show you how.

The post Providing a robo-advisor experience without using a robo appeared first on Orion Advisor Services.

20
Jun

Providing a robo-advisor experience without using a robo

providing a robo-advisor experience

It’s possible for advisory firms to provide a robo-advisor experience without using a robo. In today’s post, we show you how.

The post Providing a robo-advisor experience without using a robo appeared first on Orion Advisor Services.

07
Mar

Fuse 2016 Award Winner: Everplans

fuse 2016 award winner everplans

Today's blog features a highlight of Everplans and their award-winning technology development from our Fuse 2016 conference.

The post Fuse 2016 Award Winner: Everplans appeared first on Orion Advisor Services.

07
Feb

Fuse 2016 Award Winner: Wealth Access

fuse 2016 award winner wealth access

Today's blog features a highlight of Wealth Access and their award-winning technology development from our Fuse 2016 conference.

The post Fuse 2016 Award Winner: Wealth Access appeared first on Orion Advisor Services.

06
Sep

Looking Ahead to Next Week’s Fuse Conference

We're thrilled to be back in Utah for next week's Fuse conference. Read today's blog to prepare yourself for the exciting integration news to come.

The post Looking Ahead to Next Week’s Fuse Conference appeared first on Orion Advisor Services.

02
Sep

Fuse 2016 Judges Profile: Tina Powell

Learn more about what to expect from Fuse 2016 and see what Tina Powell hopes to see from this year's event in today's judge profile.

The post Fuse 2016 Judges Profile: Tina Powell appeared first on Orion Advisor Services.