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…
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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…
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…
1.Use an existing API level account or create a new one: Orion Connect > Manage users > New Advisor User > Assigned to the API/Integration Role 2. Authenticate to Orion…