Integrating with Orion Advisor Tech
Your Riskalyze account can be integrated with Orion Planning, allowing you to seamlessly import your Riskalyze model portfolios and associated Risk Numbers® instantaneously, all for use in Orion Advisor Tech's platform.
For any questions about the integration, please contact Orion Advisor Tech's support team at firstname.lastname@example.org.
Setting up the Integration
The first time you use the Orion Planning integration, you will need to connect your Orion Planning and Riskalyze accounts as follows:
1. Log in to Orion Planning and navigate to Menu > Settings > Integrations > Riskalyze:
2. Click the CONNECT button, then enter your Riskalyze login credentials to proceed:
3. Complete the connection by clicking Yes, I authorize this request:
You will be taken back to Orion Planning, and the integration is now complete!
Now that your model portfolios and associated risk numbers have been imported, you will be able to see them deployed throughout the Orion Planning platform, and across the financial planning process, specifically in the following modules:
➡️ Menu / Settings / Model Portfolios:
➡️ Profile / Risk Tolerance:
➡️ Financial Plan / Calibration / Asset Allocation:
➡️ Reports / Projections: