Nitrogen and Orion Release Enhanced Integration
Available today, the new offering by Nitrogen and Orion allows firms to quickly and easily manage their integration configuration, import data organized into Account Groups, and sync models into the Nitrogen Growth Platform.
AUBURN, CA – March 29, 2023 – Nitrogen, the industry-leading growth platform for wealth management firms, and Orion Advisor Solutions, the provider of transformative wealthtech solutions for fiduciary advisors, today announced an enhancement to their existing integration that allows firms to seamlessly bring accounts and models directly into their proposal process in Nitrogen.
Additionally, the upgraded integration now includes setup as easy as entering in a username and password and it’s self-serviceable. Also, Orion’s Portfolio Groups are now reflected as Account Groups in Nitrogen. Functionality from the prior iteration of the integration between firms — including risk analytics in Orion’s Client Portal and a dedicated sub-report in Orion’s Report Builder — are still available in the enhanced offering.
“Thousands of joint clients leverage Orion to manage their asset platform and CRM, and a deeper integration into the Nitrogen growth platform makes it that much easier for them to grow their businesses,“ said Aaron Klein, CEO of Nitrogen. “Today’s enhancements greatly improve the integration process and make Orion accounts feel native inside of Nitrogen. We could not be more proud of what our two teams have accomplished together.”
The two firms also intend to deliver another integration this year which will bring Orion’s aggregated account feeds into Nitrogen’s compliance analytics to drive growth and alignment visibility across an entire firm.
“We’re delighted to deliver on this powerful integration enhancement allowing Orion and Nitrogen users to share data in the most seamless way,” said Brian McLaughlin, President of Orion Advisor Technology. “Both Orion and Nitrogen strive to stay at the forefront of our respective solutions for advisory firms, and we’re committed to serving thousands of mutual customers together.”
For more information about the Orion integration, go to riskalyze.com/orion.
Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.
About Orion Advisor Solutions
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. With the addition of Redtail and TownSquare, the combined platform services $3.7 trillion in assets under administration and $60 billion of wealth management platform assets (as of Dec. 31, 2022). Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at orion.com.