Orion Planning
This app helps advisors create financial plans and connect their non-Orion accounts to get a holistic view of their financial health.
What is Orion Planning?
Orion Planning uses these two main connection points to bring in outside accounts
What are Plaid and Akoya?
To see the sharing settings in Orion Planning you would navigate to the client name in the top left and then
What is more actions, then sharing settings?
These two levels of logos exist in Orion Planning/Client Portal
What are rep level and firm level
This band known for their jazz-pop fusion, garnered many hits throughout the 70s including "Reelin' In The Years", "Do It Again", and "Rikki Don't Lose That Number".
Who is Steely Dan?
Orion Planning works with these two types of end investors Hint: Stinky Pete from Toy Story 2
What are clients and prospects?
This tab in Orion Planning/Client Portal shows the status of Aggregated accounts.
What is Link Management?
The owner of a profile/plan in Orion Planning is connected to this on the household level of Portfolio Audit
What is the Primary Representative?
To set the logo for the rep or firm's portal login screen you need to open this app
What is Client Experience?
These vegetables played the Vans Warped Tour in 1999, believe it or not. After changing their style and leaning more pop they went on to have collaborations with big names like Justin Timberlake, Macy Gray, and Shakira.
Who are The Black Eyed Peas?
Orion Planning integrates with these financial planning software makers for SSO capability. Bonus points if you know all three.
What are Money Guide Pro, E-Money, and Right Capital?
Orion Planning works with these three account types Hint: (not registrations)
What are Orion-managed, Aggregation, and manually created?
You can create a client/profile in Orion Planning using these three methods.
What are link from Portfolio Audit or Portfolio View, Share a client, invite the client through manage users.
To upload a logo to the client portal (post-login) for a rep you need to do these two things
What are check that the firm has the button "Allow reps to override logo" turned on in the firm settings and upload the logo to the "My Settings" tab in Orion Planning
This 90s cult classic starring a young Liv Tyler, Ethan Embry, and Renee Zellweger boasted a masterpiece soundtrack with songs from The Cranberries, Better Than Ezra, Toad The Wet Sprocket and Gin Blossoms.
What is Empire Records?
Orion purchased this tool in 2019
What is Advizr?
Non-recon aggregation accounts provide visibility for these four items
What are balance, holdings, transactions, and asset allocations?
This "role" or "status" gives users the ability to see all the clients in Orion Planning for a firm's database
What is Manager Access?
Help! My clients are seeing a weird logo in their client portal. Check this item first
What is "Who is the owner of the client?"
This artist's 2002 album American IV: The Man Comes Around, features stripped down covers of smash hits by alternative staples like the Red Hot Chili Peppers, Depeche Mode, and Nine Inch Nails.
Who is Johnny Cash?
This member of the Financial Planning team has a mustache that could put up a fight against Josh.
Who is Ray Shirley?
Plaid purchased this company in 2019
What is Quovo?
These two types of users will receive notifications when a client uploads a document to the document vault (unless they are manager access users)
What are owners and advisors?
This is the maximum file size for a logo in Orion Planning/Portal
What is 1MB?
The band Goldfinger has had several hits from the late 90s and 2000s and is still active today. Their front man John Feldman, has produced music for some of the biggest names in pop-punk and pop, but their biggest claim to fame was this unforgettable tune from Tony Hawk's Pro Skater.
What is "Superman"?