Purpose: Orion has three primary types of report, standard or “canned” reports, legacy report builder reports, and report builder reports. Standard reports are pre-created by Orion for all advisors, while…
Continue Reading
Purpose: When a client closes an account with their advisor, it is a best practice to cancel that account within Orion using the account cancelation functionality. This action will zero…
Purpose: The best practice for making key detail changes on an account in Orion is to use the Account Change functionality. While changes to account details can be applied directly…
Purpose: While the API provides several ways to query an entire list of a specific entity type, often being able search for a specific client, account, or even report can…
Purpose: While the API is most commonly used to get simple lists of data or all the details of an individual record, there can be use cases for extracting large…
Purpose: Orion provides customers with pre-built and custom SQL data queries that can output any data stored in the platform, in a variety of formats, and in custom layouts. These…
Purpose: Orion provides large data sets via flat files produced by an SSIS package. Referred to commonly as the Portfolio Extract, this set of .CSV files can be produced quickly,…
Purpose: API calls to the Advisor Portal (Element) platform must be made using an unique token acquired in addition to an Orion Connect token. Simple Use Case: Firm was to…
Purpose: This article will provide details and steps authenticating to the Eclipse platform. Simple Use Case: Authenticating to the Eclipse platform with the user ID from the Orion Connect application…
Purpose: Orion provides an out of the box method for a Single Sign-on from Orion Connect into a customer or partner’s own custom application. This solution provides an “App” in…