Purpose: Assistance with creating an Orion SSO app in Okta. Simple Use Case: Your firm would like to leverage Okta SSO capabilities, and you want a SAML SSO into Orion….
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Purpose: This article will provide steps on how to SSO to specific pages with Orion Connect. Simple Use Case: You would like users to land on commonly used pages when…
Purpose: Guidelines on how to set up SAML for Azure SSO. Simple Use Case: You would like a SAML solution into Orion with Azure. Scope and Outputs: This is an…
Purpose: This endpoint will allow you to get any Survey results for the client listed. Simple Use Case: Returning Survey results for clients. Scope and Outputs: This endpoint will allow…
Purpose: To Create a client in Orion Risk based on an existing household in Orion Connect. Simple Use Case: Create Orion Risk Client matching Orion Connect client. Scope and Outputs:…
Purpose: To provide the existing entity details to Orion Risk sent through your default Stress Test. Simple Use Case: If you would like to see a Stress Test for a…
Purpose: To provide proposed updates to positions to gauge the potential changes against the clients existing Risk Profile. Simple Use Case: If you would like to review the Risk Profile…
This article shows how to lookup an account using a financial account number. Often, external users will have a financial account number, and will need to lookup the Eclipse Account…
The purpose of this article is to show how to run a raise cash optimization using Astro to optimize towards a tax efficient withdrawal of cash of a target amount….
This article explains how to use the eclipse account api to enable/disable astro accounts, and assign the astro model (aka sma model). API Endpoint: PUT https://test.orioneclipse.com/api/v2/account/accounts/<eclipseaccountid>/Details?withReverseSync=true property description required datatype…