Orion
Read/write data from portfolio records, models/trading, report/proposal builder, and billing.
What you need
Background
Orion Advisor Technology is a company that provides financial technology solutions primarily for financial advisors and wealth management firms. Their platform offers tools for portfolio management, financial planning, client engagement, and performance reporting. The goal is to streamline and enhance the efficiency of financial advisors' workflows, allowing them to provide better services to their clients.
Features
- Portfolio Management: Tools for tracking, analyzing, and reporting on investment portfolios.
- Financial Planning: Comprehensive financial planning capabilities to help advisors plan for their clients' futures.
- Client Portal: A portal that allows clients to view their financial information, investment performance, and communicate with their advisors.
- Data Management: Integration and management of financial data from various sources.
- Compliance and Reporting: Tools to ensure compliance with regulatory requirements and to generate detailed reports.
Benefits
- Streamlined Operations:
- Automation: Automates routine tasks such as portfolio rebalancing, performance reporting, and fee billing, saving time and reducing errors.
- Data Integration: Integrates data from various sources, providing a unified view of client information and investment portfolios.
- Enhanced Client Experience:
- Client Portal: Provides clients with easy access to their financial data, investment performance, and other important information through a secure portal.
- Customization: Allows advisors to personalize client communications and reports, enhancing the client-advisor relationship.
- Improved Efficiency:
- Comprehensive Tools: Offers a wide range of tools for portfolio management, financial planning, trading, and compliance, which helps advisors manage their businesses more effectively.
- Scalability: Supports firms of various sizes, from individual advisors to large enterprises, making it adaptable as the business grows.
- Compliance and Reporting:
- Regulatory Compliance: Assists in ensuring that advisors meet regulatory requirements through comprehensive reporting and data management tools.
- Detailed Reporting: Provides robust reporting features that allow for detailed performance analysis and client reporting, enhancing transparency.
- Integration Capabilities:
- Third-Party Integrations: Integrates with various third-party software, including CRM systems, financial planning tools, and custodial platforms, creating a cohesive technology ecosystem.
- Data Security:
- Security Measures: Implements strong security measures to protect sensitive client information, ensuring data privacy and compliance with industry standards.
- Support and Training:
- Client Support: Offers customer support and training resources to help users get the most out of the platform.
- Ongoing Updates: Regular updates and enhancements ensure that the technology stays current with industry trends and regulatory changes.
Orion Advisor Technology is widely used in the financial services industry, particularly among independent financial advisors and firms seeking to leverage technology to improve client service and operational efficiency.
How to set up
Navigate to the Feathery form that you want to connect to Orion. Click on the Integrations tab.
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Open the Orion integration and input your Orion credentials.
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Click Connect. Your integration is now live and ready to go!
API Connectors
You are now ready to set up a Feathery API Connector to sync data to and from your Orion account.
In your Feathery form connected to Orion, navigate to the Logic tab. From there, select the API Connectors sub-tab. Click Create API Connector and select the Orion option:
Using the Select Action drop-down, choose the action you would like to configure and click Next.
Note: Feathery currently supports the following Orion actions:
- Get, Create and Update:
- Portfolios
- Trading models
- Billing information
- Get:
- Client net worth
- Performance data
- Risk profiles
with additional actions coming soon.
You can now map your Feathery fields to the corresponding API Connector fields. For example, when using the Get Client Net Worth action, you can map the field corresponding to the Orion client ID. Use the Field Reference button to copy the field ID of the desired Feathery field:
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After mapping all necessary Feathery fields to the API Connector fields, click Next.
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You can now run a test request to verify the API Connector is setup properly and map the response data to your desired Feathery fields. Enter an existing Orion client ID for your request.
Note: If the Manually build response structure option is selected, you can provide a sample JSON response to use for mapping to your Feathery fields.
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Click Next to run your test request. After a successful request, you can map the response data to the desired Feathery fields:
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Click Create and you are now ready to use your Orion API Connector within your Feathery form! For more information on calling the created API Connector within your form, please visit our documentation.
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