Common Integrations & How to Set Them Up
With Orion you now the ability to integrate with several common tools you use in your firm everyday! Below are a handful of instructions for how to set up integrations between Orion and the tools listed. Please note, these are mostly done outside of Orion, not within. We will be updating this list as integrations change, are added, or are removed.
| Wealthbox | Displays Orion Account Info in Wealthbox | In Wealthbox > Applications > Orion > provide your Orion user's credentials |
| Right Capital | Syncs Orion Account Data into Right Capital for use in financial plans | In Right Capital > Integrations > Orion > provide your Orion user's credentials |
| eMoney | Syncs Orion Account Data into eMoney for use in financial plans & allows you to publish orion performance reports into the eMoney vault | In eMoney > Applications > View All Applications > Orion > Turn On > provide your Orion user's credentials |
| MoneyGuidePro | Syncs Orion Account Data into MGP for use in financial plans & allows you to display plan summary data in the Orion client portal / reporting | Provide XYIS your MGP Institution ID (Found in MGP under User Options, Partner Options) |
| Advizr | Syncs Orion Account Data into Advizr for use in financial plans | In Advizr > Settings > Integrations > enter Orion Credentials |
For a complete list of integrations that Orion offers you can visit their website here - https://www.orionadvisor.com/integrations/. XYIS may not offer all of these integrations so please email support@xyinvestmentsolutions.com if you have specific questions around an integration. Thanks!