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Orion Adds Tax-, Risk-Focused Integrations

Advisors using LifeYield, Totum Risk and Orion Advisor Solutions will see greater efficiency, according to the firms involved.

Orion Advisor Solutions is adding a pair of integrations to its platform before the end of the year. Risk measurement tool Totum Risk and tax efficiency evaluation tool LifeYield have both finalized integrations with the advisor technology provider. Totum is bringing its risk review feature into Orion’s client portal. Meanwhile, LifeYield is running client data through its software to highlight opportunities for asset repositioning. 

This isn’t the first time Totum will be using Orion data. The firm has “been pulling data from [Orion] since the launch of Totum 2.0. We look at this integration as the second phase in our partnership,” said Larry Shumbres, CEO of Totum. Following the announcement, it will be easier for advisors on Orion to review client risk scores and make investment recommendations, along with exporting reporting and crafting investment policy statements.

"This integration builds on our relationship with Totum and lets advisors easily incorporate Totum's risk tolerance platform into their client experience,” added Jeff Kliewer, integration product manager at Orion.

This is LifeYield's first integration with Orion, according to the tax efficiency software provider. Gone are the days of switching applications to provide tax efficiency reports, said Kliewer. Orion users can serve multiple-account households, but the tax optimization reports that are generated will still need to be manually moved over to Orion’s trading platform, Eclipse, to execute trades.

Orion, LifeYield and Totum did not provide figures around how many advisors would be impacted by the integrations.

Orion's Chief Marketing Officer Kelly Waltrich later added that "Orion is making these integrations available to any of their [sic] 2,000 firms who might also be using LifeYield or Totum as analytic platforms."

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