Riskalyze

Orion Advisor Services: How to Integrate


Your Orion Advisory Services account and Riskalyze can be integrated, allowing you to link your Orion accounts to Riskalyze client profiles and sync your custodial data to Riskalyze.


IN THIS ARTICLE


Setting up the Integration

Before you can set up the integration, you will need to set up data credentials within Orion.

Next, you will need to establish the integration:

  • Log in to Orion Connect and click on the Riskalyze icon.

    Note:      if you do not see the Riskalyze icon, please contact your Orion account manager to initiate the integration process.
  • The first time you use the Riskalyze app, you will need to enter your Riskalyze credentials:
  • After you log in that first time, Orion Connect will automatically connect you going forward. The App will then launch you directly into Riskalyze, allowing you to access your client accounts. The integration is now complete!


How the Integration Works

  • Synchronizing Orion and Riskalyze Data

    • For Riskalyze customers, custodial data from Orion is synced on a nightly basis. Every morning, you should see the client's up-to-date holdings in that client's current portfolio on Riskalyze. 

  • Creating a Riskalyze Client Profile From an Orion Account

    • From Riskalyze, go to the search bar and hit "Add New Client". Make sure you see the Orion icon, then type in the client's name--in full or part--and Riskalyze will populate the matching names for you to choose from. Click on the client you want and a profile will be created in Riskalyze.

Linking an Existing Riskalyze Client to an Orion Account

If your Riskalyze and Orion accounts are linked, and you already have a client profile in Riskalyze, open the client profile and click on "Actions" in the top right and then "Integrations".

From here, you can control which Orion Accounts are linked to this Riskalyze client profile. If you link multiple Orion Accounts, Riskalyze will sync and combine all of the holdings into one active portfolio

Frequent Questions

Why do I get a message that "this contact is already linked"?

Because Riskalyze pushes a client's risk tolerance score and active portfolio risk score to Orion, an Orion contact can only be linked to one Riskalyze client profile.

There are a few reasons you might see this message: (a) the contact might be linked to another client profile in your account, or (b) the contact might be linked to a Riskalyze client profile in another advisor's account. If you use Riskalyze Team Edition, you can share linked clients with other advisors within your Team. Otherwise, only one advisor will be able to have that contact linked to a Riskalyze client profile.


What if I have two Riskalyze client profiles and two Orion Accounts, and I want them all together?

Choose which Riskalyze client profile you'd like to keep (preferably the profile with a client verified  Risk Number). Delete the other one. Then, open the remaining client profile, click "Actions" in the top right and then "Integrations". Search the client as you would in the above section on "Linking an Existing Riskalyze Client".  The holdings for both contacts will then resync into the active portfolio in Riskalyze.