Obtaining Orion API Credentials
The directions here are provided as a courtesy to AdvisorEngine CRM users for enabling the Orion Unattended Asset Import
and the Orion Contact Push
integrations. The steps below document Orion system functions and are subject to change without AdvisorEngine’s knowledge. Please contact Orion support if you have any issues with the following process.
To obtain your Orion API credentials:
- Within Orion Connect, launch the Manage Users 1 app.
- Click on the right.
- Click .
- Enter the following in the corresponding fields:
Select the role API/Integration Role (Not Editable).
Click and . Store the temp password somewhere safe.
In a new browser tab, navigate to login.orionadvisor.com.
Enter the User ID created in step 4 and the temp password from step 7.
Create a new password for the API user.
- User ID: api_[yourFirmName]_AdvisorEngine
- Last Name: AdvisorEngine
- Email: Set an email that can be used to reset the password if needed.
1 Your User Role must have the Maintain Logins permission enabled.
You can now use these credentials to activate the Orion Unattended Asset Import or the Orion Contact Push features within AE CRM.
Orion Asset Import (API Interface)
If you are unfamiliar with how Asset Imports in AdvisorEngine CRM operate, see Asset Import Overview before proceeding. The Orion API import allows you to bring over financial data from Orion, filtered based on the Rep IDs you select. Orion API User ...
Orion Asset Import (Unattended)
If you are unfamiliar with how Asset Imports in AdvisorEngine CRM operate, see Asset Import Overview before proceeding. Orion is an unattended asset import. Once the initial configuration is set, there is no need to manually initiate the import. The ...
Orion Contact Push
The Orion Contact Push integration allows you to send Record Contact Info changes from AdvisorEngine CRM to your Orion Contacts. This is a one-way sync that only pushes info from AE CRM to Orion. Attention! Before beginning the contact push from AE ...
Orion Asset Import
If you are unfamiliar with how Asset Imports in AdvisorEngine CRM operate, see Asset Import Overview before proceeding. Assets imported from Orion are pulled directly from Orion using your login credentials whenever the import is run. There is no ...
Release Date: 4/28/2021 New Features The new Record Summary experience is ready to for use. Redesigned Command and Navigation bars for quicker and more intuitive access to common workspaces and features. Redesigned Summary section putting most-used ...