CRM & IntegrationWealth & Finance● Running at real firms now
Orion Connector
Plugs your AI into Orion — clients, accounts, holdings, and performance — for reporting without exports.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Portfolio data is locked in Orion and reporting means manual exports.
What it does
✦Lets your AI read clients, accounts, holdings, performance, and transactions from Orion
✦Powers the Portfolio Reporting Hub
✦Ask in plain English, get the number with its source
What it replaces
Exporting from Orion for every report.
Is it real?
Connected to a wealth-management firm's Orion today.
Want to see how this fits your business?