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…
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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…
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…
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…