Purpose: Orion supports several methods for authenticating to the Orion Connect platform or the Orion API including basic, SAML 2.0, and OAuth. In each case an Orion ID and Secret…
Continue Reading
https://oas.force.com/BrinkerSupport/s/article/Orion-Mapping-to-Orion-Planning The below mapping information provides the data sync from Orion Connect to Orion Planning. When reviewing these fields, always reference this table to ensure you are looking in the…
Orion Connect The core Orion Connect data model was designed around the original purposes of the Orion platform for portfolio management and performance reporting. This data model still provides the…
For Orion’s core applications, each individual person, connection, or integrations should have its own individual user tied to that entity. User management allows for custom and specific access to collections…
Purpose: This article will outline how to create new portfolios within the Orion system. Households are one part of a Portfolio, the other two records being a Registration and an…
Purpose: This article will outline how to create a new Representative entity within the Orion system. In Orion Connect the Representatives are the registered advisor that has a book of…
There is a very powerful but often confusing feature in the reporting system called Unmanaged. This feature is often thought of as a way to mark an asset, product, or…
Purpose: This documentation is for v1/Reporting/Scope from the Orion Connect API. Scope gives callers the incredible flexibility of RB3 with a purely data return. It allows you to mix and…
This article explains how to set the “Security Preferences” to an entity in eclipse using the api. Security preference are those ticket specific preferences such as exclude from rebalance, min…
FUSE Notification Platform See Also:Test page (look for the fuse icon on the left): https://testapi.orionadvisor.com/api/index.html Allow Orion to register a webhook for a user. This is where Orion needs your help! We ask that…