INTEGRATE ORION ADVISOR TECH WITH NITROGEN
Nitrogen + Orion
Seamlessly import client portfolios, asset allocations, and Risk Numbers into Orion Advisor Tech to access your favorite Nitrogen data inside of Orion’s innovative financial planning platform.
Show prospects they are invested wrong and clients they are invested right…
Prompt curiosity with the question “What’s Your Risk Number?” and turn your practice into a lead-generation machine. When Risk Assessments and Portfolio Analysis paint a picture of misalignment, it’ll quickly put you on the right side of an ACAT form.
…and implement a proposal and financial plan in Orion Advisor Tech.
Once clients know their Risk Number and have bought into their strategy, they’re ready for interactive and collaborative financial planning. Give them visibility into that plan, including their Risk Number and Portfolio Risk, right inside of Orion.
Integration includes:
- Import model portfolios and the associated Risk Numbers.
- Deploy those models throughout the Orion Planning platform
- Sync proposals from Nitrogen into Orion Planning.
Learn More
To learn more about using the Nitrogen and Orion Advisor Tech integration, visit our knowledge base article.
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Want to try our interactive tech stack builder?
With our easy-to-use Tech Stack Builder, you can select the technology you use at your company, and receive step-by-step instructions on how to integrate Nitrogen with your existing software. Say goodbye to frustrating integrations and hello to a more streamlined and efficient workflows with Nitrogen!