orion’s integration with emoney · 2020. 6. 2. · orion’s integration with emoney emoney pulls...

Orion’s Integration With eMoney

eMoney pulls account balance and performance data to help aid in the financial planning process. The ability to run Orion reports on demand inside eMoney and view Orion statements inside the eMoney vault add additional efficiencies.

About eMoneyeMoney is a leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s solutions enable financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth.

Integration Points

SSOThere are two single sign-ons within the eMoney integration. The first is a contextual link to Orion Connect from eMoney. Additionally, you can enable an SSO from the eMoney client portal into the Orion Client Portal.

ReportsFrom the eMoney system, you have the ability to run Orion reports both on the household and account level. Quarterly statements are also available in the eMoney vault. Any documents loaded in the notes & documents section of the household in Orion connect will be visible in the eMoney vault as well.

DataOrion feeds account data to eMoney once daily. We send household and account information including account details, balances, holdings, performance, and cost basis for taxable accounts.

0299-OAS-4/4/2019

Disclaimer: Orion does not endorse any particular third-party product or service. Our clients should undertake their own assessments to determine whether these parties meet their business and due diligence requirements

Learn More

Current Orion users: Contact integrations@orionadvisor.com or 888.695.0523

Not already using Orion? Contact empower@orionadvisor.com or 402.496.3513 to learn more about this integration.