Some API credentials will have access to multiple Firms. Since a token is only scoped to a single firm, if the user of the api wants to access a different…
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Purpose: For firms that have a platform to generate their own trades, this guide provides instructions for submitting these trades through Orion’s Trade Order Management platform for trade execution. Simple…
This topic describes how to get a list of video statements available to the currently logged in client, and launch a selected video statement. This would be used in scenarios…
Purpose: This article provides a more streamlined and focused guide to getting performance from the Orion Reporting Scope api endpoint. See other article on Reporting Scope for a much more…
Working with Orion on your Integration Create a high level workflow of your Integration. Come to the table ready to party, let us know what your thoughts are regarding things…
We have had requests to store various integration information, at different levels within orion. This allows a partner to store: A Unique ID that links Orion Records or Users to…
Purpose: Orion provides a Client Portal with a complete suite of features to engage new prospects, onboard those prospects, and to serve them as clients. These features include a best…
Software Vendors, and Advisory Firms often have their own website, and they would like to have access to Orion Reporting or functionality directly from their own website. One example is…
When a partner is integrating with the Orion API on behalf of an end user, we now provide the ability to acquire a long live refresh token than can be…
This article describes how to get performance for benchmarks. This uses the same endpoint used to get performance for any other record in the Orion system as described in the…