Orion Connect from Orion Advisor Solutions

A comprehensive client portal that enhances client communication and engagement while providing real-time portfolio insights and performance reporting.

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Product analysis by function

High-Net-Worth Client Portals for Wealth Management

Digital platforms that provide wealthy clients with secure access to their financial information and advisor communications.
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Security & Privacy
(5 Yes /5 Known /12 Possible features)

Portfolio Management & Analytics
(4 Yes /4 Known /13 Possible features)

Wealth Planning Tools
(1 Yes /1 Known /12 Possible features)

Communication & Collaboration
(2 Yes /2 Known /11 Possible features)

Customization & Personalization
(2 Yes /2 Known /11 Possible features)

Banking & Transaction Features
(0 Yes /0 Known /12 Possible features)

Document Management
(4 Yes /4 Known /12 Possible features)

Mobile & Cross-Platform Accessibility
(3 Yes /3 Known /11 Possible features)

Advisor & Team Collaboration
(0 Yes /0 Known /12 Possible features)

Integration & Ecosystem
(3 Yes /3 Known /12 Possible features)

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Multi-factor authentication Requires multiple forms of verification before granting access to sensitive financial information		Multi-factor authentication is mentioned as a standard security feature in Orion's security documentation.
Biometric authentication Uses fingerprint, facial recognition, or other biometric identifiers for secure login		No information available
End-to-end encryption All data transmitted between client and bank is encrypted to prevent interception		End-to-end encryption for client communications and data in transit is included per Orion’s compliance documents.
IP address restrictions Ability to limit portal access to specific IP addresses or geographic regions		No information available
Session timeout controls Automatically logs users out after a period of inactivity		No information available
Access controls granularity Ability to customize different levels of access for family members, advisors, or staff		Granular role-based access control for client, team members, and outside advisors described in admin console info.
Audit logging Records all user activities and changes within the portal for compliance purposes		All activity is recorded for audit purposes, per administrator and compliance guidance resources.
Data loss prevention Controls that prevent unauthorized downloading or sharing of sensitive information		Data access controls prevent unauthorized download/sharing; document download actions can be restricted.
Secure document vault Encrypted storage for sensitive documents like wills, trust documents, and financial statements		No information available
Regulatory compliance certifications Adherence to relevant financial security standards (e.g., GDPR, SOC 2)		No information available
Suspicious activity monitoring Automated system to detect and alert unusual login patterns or transactions		No information available
Password complexity requirements Enforces strong password policies to prevent unauthorized access		No information available

Real-time portfolio valuation Up-to-the-minute valuation of all assets and investments		Marketing and documentation highlight real-time access to positions and valuations.
Performance tracking Ability to monitor portfolio performance against benchmarks and goals		Performance reporting, including benchmarks and custom date ranges, is a prominent feature in product materials.
Asset allocation visualization Visual representation of portfolio allocation across asset classes		The product showcases asset allocation pie charts and visualization in client dashboards.
Historical performance analysis Access to long-term performance data with customizable date ranges		No information available
Risk assessment tools Analytics that measure and visualize portfolio risk metrics		Risk analytics including risk meter and exposure reporting available per feature literature.
What-if scenario modeling Tools to model potential portfolio changes before execution		No information available
Tax impact analysis Projection of tax implications for investment decisions		No information available
Alternative investment tracking Capability to monitor non-traditional assets like private equity, real estate, or collectibles		No information available
Currency conversion Ability to view portfolio in multiple currencies		No information available
ESG scoring Environmental, Social, and Governance metrics for investments		No information available
Data refresh frequency How often portfolio data is updated in the system		No information available
Portfolio stress testing Tools to assess how portfolios might perform under various market scenarios		No information available
Custom benchmark creation Ability to create personalized benchmarks for performance comparison		No information available

Goal-based planning Tools to set, track, and adjust financial goals		Goal tracking modules are provided to set and manage investment and retirement goals.
Retirement planning Specialized tools for retirement income projection and planning		No information available
Estate planning integration Tools for estate planning, inheritance planning, and wealth transfer		No information available
Tax optimization strategies Features that provide tax planning insights and strategies		No information available
Cash flow forecasting Projection of future income, expenses, and liquidity needs		No information available
Monte Carlo simulation Statistical modeling to project the probability of various outcomes		No information available
Charitable giving planning Tools to optimize philanthropic strategies and impact		No information available
Education funding planning Features for planning and tracking education savings goals		No information available
Insurance coverage analysis Tools to assess insurance needs and coverage adequacy		No information available
Multi-generational planning Features that facilitate planning across multiple generations		No information available
Scenario comparison Ability to compare different financial planning scenarios side-by-side		No information available
Life event planning Tools for planning around major life events (marriages, births, etc.)		No information available

Secure messaging Encrypted communication channel between clients and advisors		Secure messaging between clients and their advisors is specifically mentioned on the client portal page.
Video conferencing integration Built-in or integrated video meeting capabilities		No information available
Document sharing Ability to securely share and collaborate on documents		Secure document sharing and e-delivery is offered in the portal for tax docs, statements, and custom uploads.
Co-browsing capability Allows advisors to navigate the portal simultaneously with clients		No information available
Digital signature capabilities Legally-binding electronic signature functionality for documents		No information available
Meeting scheduling Self-service appointment booking with wealth management team		No information available
Team directory Easy access to contact information for all wealth management team members		No information available
Notification preferences Customizable alerts and communication preferences		No information available
Activity feed Chronological display of account activities, communications, and updates		No information available
Family communication hub Tools for communication among family members about wealth matters		No information available
Advisory team response time Guaranteed response time for client inquiries		No information available

Dashboard customization Ability for clients to arrange and prioritize dashboard elements		Clients can personalize dashboards and widgets based on preference as shown in product demonstration videos.
White-labeling options Ability to customize branding elements for family offices		No information available
Custom reporting Ability to create personalized reports with selected data points		No information available
Language options Availability of multiple languages for international clients		No information available
Personalized insights AI-driven personalized recommendations and observations		No information available
Custom alert thresholds Ability to set personalized notification triggers for various events		No information available
Theme options Visual customization including dark mode and color schemes		No information available
Accessibility features Compliance with accessibility standards for clients with disabilities		No information available
Custom categorization Ability to create custom categories for assets, transactions, or documents		No information available
Data export options Flexibility in exporting data in various formats (PDF, Excel, etc.)		Data can be exported by users in PDF and CSV/Excel formats; this is described in the feature tour.
Custom benchmarks Ability to define custom performance benchmarks		No information available

Wire transfer capabilities Ability to initiate and approve wire transfers within the portal		No information available
Bill payment Integrated bill payment functionality		No information available
Foreign currency transactions Support for transactions in multiple currencies		No information available
Transaction history retention Length of time transaction data is retained and accessible		No information available
Transaction categorization Automatic and manual categorization of transactions		No information available
Spending analysis Tools to analyze spending patterns and trends		No information available
Transaction approval workflows Multi-level approval processes for large transactions		No information available
Recurring transaction setup Ability to schedule regular payments or transfers		No information available
Check deposit capabilities Remote check deposit functionality		No information available
Credit and lending management Features to monitor and manage credit lines and loans		No information available
Transaction limits Customizable limits on transaction amounts		No information available
Real-time transaction notification Immediate alerts for account transactions		No information available

Secure document storage Encrypted storage for sensitive financial and legal documents		Secure, encrypted document vault functionality for client and advisor document exchange.
Document categorization Ability to organize documents in folders or with tags		Folders/tags for document categorization are shown in support resources and video walkthroughs.
Statement archive Historical archive of account statements		No information available
Document search capabilities Full-text search across stored documents		Full-text search of uploaded, shared, and generated documents available in the portal.
Tax document organization Specialized handling of tax-related documents		No information available
Document version control Tracking of document revisions and changes		No information available
Automatic document recognition AI-based categorization of uploaded documents		No information available
Document sharing permissions Granular control over who can access specific documents		No information available
Document expiration tracking Notifications for documents that require renewal or updates		No information available
Bulk document upload Ability to upload multiple documents simultaneously		Supports bulk upload of multiple documents at once, as noted in user documentation.
Document storage capacity Total storage available for client documents		No information available
Legal document templates Access to templates for common legal and financial documents		No information available

Native mobile app Dedicated mobile application optimized for smartphones		Orion Connect mobile app is available for iOS and Android as shown in app stores and on the solution page.
Tablet optimization Interface specifically designed for tablet devices		No information available
Offline access capabilities Ability to view certain information without internet connection		No information available
Cross-browser compatibility Consistent functionality across major web browsers		No information available
Mobile biometric login Using device biometrics (fingerprint, face recognition) for mobile authentication		Supports biometric login (e.g., Face ID, Touch ID) for mobile per mobile app documentation.
Push notifications Mobile alerts for important account activities or updates		Push notifications for account activities and new reports are a built-in part of app experience.
Mobile check deposit Ability to deposit checks via mobile device camera		No information available
Mobile-specific security features Additional security measures for mobile access		No information available
Cross-device synchronization Seamless transition between devices with synchronized data and preferences		No information available
App store rating Average user rating of mobile app in app stores		No information available
Mobile app update frequency How often the mobile app is updated with new features or fixes		No information available

Team workspace Collaborative space for advisors and specialists serving the client		No information available
Client profile insights Comprehensive view of client preferences, history, and needs		No information available
CRM integration Connection with customer relationship management systems		No information available
Task assignment Ability to assign and track tasks among team members		No information available
Meeting notes sharing Tools to document and share client meeting notes		No information available
Client communication history Complete record of all client interactions		No information available
Service-level tracking Monitoring of service quality and response times		No information available
Expert network access Ability to bring in specialized expertise when needed		No information available
Client feedback tools Systems to collect and act on client satisfaction data		No information available
Team performance analytics Metrics on team effectiveness and client service		No information available
Referral tracking Tools to manage and track client referrals		No information available
Relationship depth metrics Indicators of client relationship strength and engagement		No information available

External account aggregation Ability to pull in data from accounts at other institutions		External account aggregation is a key functionality—Orion Connect can pull assets from outside custodians and accounts.
Tax software integration Connection with tax preparation and planning tools		No information available
Estate planning software integration Connection with specialized estate planning tools		No information available
Market data feeds Integration of real-time or near-real-time market information		No information available
API availability Public APIs for custom integrations with other systems		API documentation and availability is referenced for integration with other wealth platforms.
Third-party app marketplace Ecosystem of pre-integrated third-party applications		No information available
Accounting software integration Connection with accounting platforms for tax and financial planning		No information available
Real estate platform integration Connection with real estate management or valuation systems		No information available
Data export flexibility Ability to export data in multiple formats for use in other systems		Clients and advisors can export performance, reporting, and document data in multiple formats.
Third-party document integration Ability to import documents from external sources		No information available
Open banking compliance Adherence to open banking standards for data sharing		No information available
Digital asset integration Connection with cryptocurrency and other digital asset platforms		No information available

Orion Connect from Orion Advisor Solutions

Product analysis by function

High-Net-Worth Client Portals for Wealth Management

Security & Privacy (5 Yes /5 Known /12 Possible features)

Portfolio Management & Analytics (4 Yes /4 Known /13 Possible features)

Wealth Planning Tools (1 Yes /1 Known /12 Possible features)

Communication & Collaboration (2 Yes /2 Known /11 Possible features)

Customization & Personalization (2 Yes /2 Known /11 Possible features)

Banking & Transaction Features (0 Yes /0 Known /12 Possible features)

Document Management (4 Yes /4 Known /12 Possible features)

Mobile & Cross-Platform Accessibility (3 Yes /3 Known /11 Possible features)

Advisor & Team Collaboration (0 Yes /0 Known /12 Possible features)

Integration & Ecosystem (3 Yes /3 Known /12 Possible features)