Orion® Integration
Work Smarter with the Asset-Map + Orion® Integration. Access Orion's portfolio analytics and account insights within Asset-Map and save time better spent offering expert advice to your clients.
Features Overview
Orion offers dozens of financial planning and advising capabilities. Learn about our Orion integration to analyze custodial investment accounts within the same dashboard as other assets and liabilities tracked inside of Asset-Map’s software.
Portfolio Analytics from 10,000 ft.
Visualize your client's historical account value directly on each instrument. With our Orion integration, you can click to launch Orion and view their Client Screen or Current Portfolio.
The Data that Matters
View AUM Over Time, Balance Sheets, Gains/Losses, Performance, Suitability and more for each corresponding account found in the household's current portfolio within Orion. Click to launch Orion and view this individual account.
Ease of Use
With our Orion integration, you can quickly and easily create new households or update an existing household with our synchronization tool. The Asset-Map and Orion integration also supports single sign-on, so you can log in without needing to enter your credentials again.
More Information
This Integration Requires:
A Subscription to Orion Advisor
A Subscription to Asset-Map
Resources:
Press:
“The Orion integration worked great! I just used it with one of my most complex clients. She had various assets of her own and is custodian of some of her daughter’s assets. I simply imported them in from Orion and shared with her. It made the meeting really productive!"
- Gary, CFP from Florida
