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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.
More about Orion Advisor Solutions
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)
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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. | |
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Biometric authentication Uses fingerprint, facial recognition, or other biometric identifiers for secure login |
. | No information available |
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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. | |
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IP address restrictions Ability to limit portal access to specific IP addresses or geographic regions |
. | No information available |
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Session timeout controls Automatically logs users out after a period of inactivity |
. | No information available |
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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. | |
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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. | |
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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. | |
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Secure document vault Encrypted storage for sensitive documents like wills, trust documents, and financial statements |
. | No information available |
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Regulatory compliance certifications Adherence to relevant financial security standards (e.g., GDPR, SOC 2) |
. | No information available |
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Suspicious activity monitoring Automated system to detect and alert unusual login patterns or transactions |
. | No information available |
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Password complexity requirements Enforces strong password policies to prevent unauthorized access |
. | No information available |
Portfolio Management & Analytics
(4 Yes /4 Known /13 Possible features)
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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. | |
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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. | |
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Asset allocation visualization Visual representation of portfolio allocation across asset classes |
The product showcases asset allocation pie charts and visualization in client dashboards. | |
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Historical performance analysis Access to long-term performance data with customizable date ranges |
. | No information available |
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Risk assessment tools Analytics that measure and visualize portfolio risk metrics |
Risk analytics including risk meter and exposure reporting available per feature literature. | |
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What-if scenario modeling Tools to model potential portfolio changes before execution |
. | No information available |
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Tax impact analysis Projection of tax implications for investment decisions |
. | No information available |
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Alternative investment tracking Capability to monitor non-traditional assets like private equity, real estate, or collectibles |
. | No information available |
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Currency conversion Ability to view portfolio in multiple currencies |
. | No information available |
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ESG scoring Environmental, Social, and Governance metrics for investments |
. | No information available |
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Data refresh frequency How often portfolio data is updated in the system |
. | No information available |
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Portfolio stress testing Tools to assess how portfolios might perform under various market scenarios |
. | No information available |
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Custom benchmark creation Ability to create personalized benchmarks for performance comparison |
. | No information available |
Wealth Planning Tools
(1 Yes /1 Known /12 Possible features)
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Goal-based planning Tools to set, track, and adjust financial goals |
Goal tracking modules are provided to set and manage investment and retirement goals. | |
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Retirement planning Specialized tools for retirement income projection and planning |
. | No information available |
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Estate planning integration Tools for estate planning, inheritance planning, and wealth transfer |
. | No information available |
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Tax optimization strategies Features that provide tax planning insights and strategies |
. | No information available |
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Cash flow forecasting Projection of future income, expenses, and liquidity needs |
. | No information available |
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Monte Carlo simulation Statistical modeling to project the probability of various outcomes |
. | No information available |
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Charitable giving planning Tools to optimize philanthropic strategies and impact |
. | No information available |
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Education funding planning Features for planning and tracking education savings goals |
. | No information available |
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Insurance coverage analysis Tools to assess insurance needs and coverage adequacy |
. | No information available |
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Multi-generational planning Features that facilitate planning across multiple generations |
. | No information available |
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Scenario comparison Ability to compare different financial planning scenarios side-by-side |
. | No information available |
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Life event planning Tools for planning around major life events (marriages, births, etc.) |
. | No information available |
Communication & Collaboration
(2 Yes /2 Known /11 Possible features)
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Secure messaging Encrypted communication channel between clients and advisors |
Secure messaging between clients and their advisors is specifically mentioned on the client portal page. | |
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Video conferencing integration Built-in or integrated video meeting capabilities |
. | No information available |
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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. | |
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Co-browsing capability Allows advisors to navigate the portal simultaneously with clients |
. | No information available |
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Digital signature capabilities Legally-binding electronic signature functionality for documents |
. | No information available |
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Meeting scheduling Self-service appointment booking with wealth management team |
. | No information available |
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Team directory Easy access to contact information for all wealth management team members |
. | No information available |
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Notification preferences Customizable alerts and communication preferences |
. | No information available |
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Activity feed Chronological display of account activities, communications, and updates |
. | No information available |
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Family communication hub Tools for communication among family members about wealth matters |
. | No information available |
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Advisory team response time Guaranteed response time for client inquiries |
. | No information available |
Customization & Personalization
(2 Yes /2 Known /11 Possible features)
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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. | |
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White-labeling options Ability to customize branding elements for family offices |
. | No information available |
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Custom reporting Ability to create personalized reports with selected data points |
. | No information available |
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Language options Availability of multiple languages for international clients |
. | No information available |
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Personalized insights AI-driven personalized recommendations and observations |
. | No information available |
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Custom alert thresholds Ability to set personalized notification triggers for various events |
. | No information available |
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Theme options Visual customization including dark mode and color schemes |
. | No information available |
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Accessibility features Compliance with accessibility standards for clients with disabilities |
. | No information available |
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Custom categorization Ability to create custom categories for assets, transactions, or documents |
. | No information available |
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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. | |
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Custom benchmarks Ability to define custom performance benchmarks |
. | No information available |
Banking & Transaction Features
(0 Yes /0 Known /12 Possible features)
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Wire transfer capabilities Ability to initiate and approve wire transfers within the portal |
. | No information available |
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Bill payment Integrated bill payment functionality |
. | No information available |
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Foreign currency transactions Support for transactions in multiple currencies |
. | No information available |
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Transaction history retention Length of time transaction data is retained and accessible |
. | No information available |
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Transaction categorization Automatic and manual categorization of transactions |
. | No information available |
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Spending analysis Tools to analyze spending patterns and trends |
. | No information available |
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Transaction approval workflows Multi-level approval processes for large transactions |
. | No information available |
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Recurring transaction setup Ability to schedule regular payments or transfers |
. | No information available |
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Check deposit capabilities Remote check deposit functionality |
. | No information available |
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Credit and lending management Features to monitor and manage credit lines and loans |
. | No information available |
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Transaction limits Customizable limits on transaction amounts |
. | No information available |
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Real-time transaction notification Immediate alerts for account transactions |
. | No information available |
Document Management
(4 Yes /4 Known /12 Possible features)
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Secure document storage Encrypted storage for sensitive financial and legal documents |
Secure, encrypted document vault functionality for client and advisor document exchange. | |
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Document categorization Ability to organize documents in folders or with tags |
Folders/tags for document categorization are shown in support resources and video walkthroughs. | |
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Statement archive Historical archive of account statements |
. | No information available |
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Document search capabilities Full-text search across stored documents |
Full-text search of uploaded, shared, and generated documents available in the portal. | |
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Tax document organization Specialized handling of tax-related documents |
. | No information available |
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Document version control Tracking of document revisions and changes |
. | No information available |
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Automatic document recognition AI-based categorization of uploaded documents |
. | No information available |
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Document sharing permissions Granular control over who can access specific documents |
. | No information available |
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Document expiration tracking Notifications for documents that require renewal or updates |
. | No information available |
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Bulk document upload Ability to upload multiple documents simultaneously |
Supports bulk upload of multiple documents at once, as noted in user documentation. | |
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Document storage capacity Total storage available for client documents |
. | No information available |
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Legal document templates Access to templates for common legal and financial documents |
. | No information available |
Mobile & Cross-Platform Accessibility
(3 Yes /3 Known /11 Possible features)
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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. | |
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Tablet optimization Interface specifically designed for tablet devices |
. | No information available |
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Offline access capabilities Ability to view certain information without internet connection |
. | No information available |
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Cross-browser compatibility Consistent functionality across major web browsers |
. | No information available |
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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. | |
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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. | |
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Mobile check deposit Ability to deposit checks via mobile device camera |
. | No information available |
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Mobile-specific security features Additional security measures for mobile access |
. | No information available |
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Cross-device synchronization Seamless transition between devices with synchronized data and preferences |
. | No information available |
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App store rating Average user rating of mobile app in app stores |
. | No information available |
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Mobile app update frequency How often the mobile app is updated with new features or fixes |
. | No information available |
Advisor & Team Collaboration
(0 Yes /0 Known /12 Possible features)
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Team workspace Collaborative space for advisors and specialists serving the client |
. | No information available |
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Client profile insights Comprehensive view of client preferences, history, and needs |
. | No information available |
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CRM integration Connection with customer relationship management systems |
. | No information available |
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Task assignment Ability to assign and track tasks among team members |
. | No information available |
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Meeting notes sharing Tools to document and share client meeting notes |
. | No information available |
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Client communication history Complete record of all client interactions |
. | No information available |
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Service-level tracking Monitoring of service quality and response times |
. | No information available |
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Expert network access Ability to bring in specialized expertise when needed |
. | No information available |
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Client feedback tools Systems to collect and act on client satisfaction data |
. | No information available |
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Team performance analytics Metrics on team effectiveness and client service |
. | No information available |
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Referral tracking Tools to manage and track client referrals |
. | No information available |
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Relationship depth metrics Indicators of client relationship strength and engagement |
. | No information available |
Integration & Ecosystem
(3 Yes /3 Known /12 Possible features)
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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. | |
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Tax software integration Connection with tax preparation and planning tools |
. | No information available |
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Estate planning software integration Connection with specialized estate planning tools |
. | No information available |
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Market data feeds Integration of real-time or near-real-time market information |
. | No information available |
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API availability Public APIs for custom integrations with other systems |
API documentation and availability is referenced for integration with other wealth platforms. | |
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Third-party app marketplace Ecosystem of pre-integrated third-party applications |
. | No information available |
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Accounting software integration Connection with accounting platforms for tax and financial planning |
. | No information available |
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Real estate platform integration Connection with real estate management or valuation systems |
. | No information available |
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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. | |
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Third-party document integration Ability to import documents from external sources |
. | No information available |
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Open banking compliance Adherence to open banking standards for data sharing |
. | No information available |
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Digital asset integration Connection with cryptocurrency and other digital asset platforms |
. | No information available |
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