Short answer
An Orion integration connects Orion's portfolio management, reporting and billing data to Salesforce or HubSpot, so advisors see AUM, performance and household account data alongside client relationships and service work.
How the Orion integration works
Orion aggregates custodial data and calculates performance and fees for advisory firms. Connecting it to the CRM gives advisors a single client view and lets service work flow between systems. Deciding which system owns AUM figures is essential.
What syncs
- Households and accounts
- AUM and performance
- Billing and fee data where needed
- Client portal and reporting links
Integration options
- Orion APIs through MuleSoft or middleware
- Pre-built Orion and Salesforce integration options
- Scheduled loads into FSC financial accounts
What to plan for
- Household structures that differ between systems
- AUM mismatches with the CRM
- Duplicate data from multiple feeds
Frequently asked questions
Should AUM come from Orion or the CRM?
Usually from Orion, with the CRM displaying and rolling it up.
Can Orion households match FSC households?
Yes, with an agreed mapping and identifiers stored as external IDs.