Integrate Orion with Nitrogen

Seamlessly drive your business from proposal to trading to reporting with Nitrogen and Orion

Included in:
  • Portfolio Management
Questions? Contact Us

Start with the power of a risk-aligned proposal…

Prompt curiosity with the question “What’s Your Risk Number?” and turn your business into a lead-generation machine. When Risk Assessments and Portfolio Analysis paint a picture of misalignment, it’ll quickly put your firm on the right side of an ACAT form.

…and move straight into trading and reporting in Orion

Seamlessly take new clients through the proposal phase. Then, use Orion to open, fund, and trade the account. With deep integration, all your Risk Number analytics flow seamlessly into Orion reporting.

Integration includes:

  • Clients get visibility into their personal Risk Number and the Risk Number of their portfolio. All of this is displayed alongside the 95% Historical Range.
  • Orion’s Report Builder is optimized to include a Nitrogen sub-report. Whether you want Nitrogen’s data in custom reports or as part of recurring statements, we’ve got you covered.
  • Orion’s Portfolio Groups import directly into Nitrogen as Account Groups, allowing you to easily tell the right story to your clients.
  • An active sync means that when changes to your models happen in Orion, they are reflected in Nitrogen.
  • The days of manually keying in accounts and holdings are over. Orion seamlessly keeps all your reconciled custodial data up to date in Nitrogen.
  • No need to enter duplicate households into separate systems. Orion, Nitrogen, and your CRM talk to each other to make sure you can pull up the right clients at the right time in any window.

Learn More

To learn more about the Nitrogen and Orion integration, visit our knowledge base article.


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