Wealth.com offers an integration with Orion, a portfolio management platform offering investment accounting and reporting tools. Our Orion integration keeps client financials in sync for accurate estate plans, allowing advisors to rely on automated updates and focus on client strategy.
In this article, we’ll show you how you can leverage the Orion integration for improved visibility into your estate planning activity, what data gets pulled, and how to set up your integration.
How You Can Use This Integration
Our Orion integration is designed to save advisors time when importing client data into Wealth.com. Instead of manually entering each client’s assets, advisors can import them directly from their Orion account for a seamless experience. Advisors can access a current view of client assets, allowing them to focus on providing personalized estate planning advice and meet their clients’ long-term goals.
What Data is Included in This Integration
Data syncs on a nightly basis. Orion pulls the below account data into Wealth.com:
Asset Name (Account Custodian + Account Number/Name)
Asset Description (Custodian + Account Name)
Asset Type (mapped from Account Type)
Asset Balance (Current Value)
Last Updated (Edited Date)
How to Set Up Your Orion Integration
Log into your Wealth.com account
Select your initials in the top right corner
From there, select Integrations
Scroll down to Orion and you’ll see a Not Connected status, click that button to prompt the connection
Enter your Orion login information in the pop-up window when it appears
You will then be directed back into the Advisor Dashboard, where you should see the Orion integration status as Connected
Congrats, you’ve now successfully set up your Orion integration!
To import a client’s assets into the Ownership Balance Sheet using this integration, follow these steps:
Log into your Wealth.com account
Navigate to the client's profile
Navigate to their Balance Sheet under the client's profile from the left-side navigation
At the top of the screen, select Create
Under Select to automatically pull assets from the following: Click on Connect with Orion (Note: this option will only be visible if you followed the above steps to connect this integration)
Search for this client in Orion by entering their name
After you’ve found the correct client, click Add Client
Select the client’s name to expand their list of assets, and select which ones you’d like to import using the checkbox function
When you’re done selecting assets to import, select Import Selected Assets at the bottom
The imported assets will now appear in the client’s Assets panel.
Maintaining Control Over Synced Data
The data sync from Orion to Wealth.com will occur on a nightly basis to ensure the data in Wealth.com is kept up-to-date.
If a synced record is created in Orion, a corresponding record will be created in Wealth.
If a synced record is updated in Orion, the corresponding record will be updated in Wealth.
If a synced record is deleted in Orion, a message will be displayed on the corresponding Wealth record indicating that the source record has been deleted and that it is safe to delete in Wealth.
If a field on a synced record in Wealth has been manually edited by an advisor, that edit will be preserved. The nightly sync will not overwrite the manual change unless the corresponding field in Orion has also changed since the last successful sync.
Advisors can unlink an asset from the Orion sync if they wish to manage it manually within Wealth.com. They will also have the ability to relink it.
How to Disconnect This Integration
Log into your Wealth.com account
Select your initials in the top right corner
From there, select Integrations
Scroll down to Orion and you’ll see a Connected status, click that button to disconnect.
Confirm this action when a pop-up window appears asking you to authorize