Get started with Wealthbox + Orion

Orion Advisor Technology helps financial advisors prospect, plan, invest and achieve within a single, connected, technology driven-experience. The integration with Orion Planning allows users to send Wealthbox contact data into Orion Planning as well as single sign-on directly into Orion Planning.

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  View Orion account information for Wealthbox contacts.

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  Search and Link Orion Clients within Wealthbox.

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  Simply click “Link Client”, and that Orion Client’s accounts will be linked to Wealthbox.

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  Every time you visit the contact page and click the Orion tab, that client’s account information will display.

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  To unlink any Orion Clients from a contact in Wealthbox, simply click “Manage Orion Clients” and then “Unlink Client.”