Orion Expands Integrations with Redtail Technology and Schwab Advisor Services, Builds New Integration With Health Analysis and Longevity Optimizer, Genivity

Orion Expands Integrations with Redtail Technology and Schwab Advisor Services, Builds New Integration With Health Analysis and Longevity Optimizer, Genivity

Orion Advisor Services, LLC (“Orion”), a premier portfolio management solution provider for registered investment advisors, today announced enhancements to existing integrations with web-based CRM provider Redtail Technology, Inc. (“Redtail”) and custodial partner Schwab Advisor Services, in addition to a new integration with health and wealth planning software Genivity.

“Orion’s robust integration network empowers advisory firms to build customized tech stacks aligned to their unique visions,” said Jeff Kliewer, Director of Integration Partnerships & Support at Orion. “The most recent enhancements with Redtail, Schwab, and Genivity run the gamut from increasing back-office efficiencies to enhancing the client experience.”

Orion and Redtail Sync Up with an Automated Two-Way Data Sync

The new automated two-way data sync—debuted during a joint FUSE session at Orion’s Ascent On the Road event in March—helps advisors streamline the data management of contact records. Specifically, when an advisor updates a contact record in either Redtail or Orion, the change automatically pushes to the other system, eliminating potential data discrepancies. Previously, data synced from Orion to Redtail, so this new enhancement simply pushes the data back from Redtail to Orion as well, giving advisors more time to focus on other initiatives.

The integration is currently in closed beta testing and set to be widely released to advisors by early July. To learn more about this integration, register for a webinar on June 26 at 11 a.m. CT.

Schwab Digital Account Opening Solution Now Available

Orion’s latest account opening integration features the new digital account open workflow developed by Schwab Advisor Services. This deep integration streamlines the new account opening process across Orion’s platform. In just a few steps, advisors can push data from Orion’s New Account Center to populate the account open request using the completely digital workflow Schwab has created, eliminating paperwork and potential for errors, while saving time for advisors and their clients.

Schwab’s Digital Account Open tool was previewed during the Ascent/FUSE 2018’s “Tech’s Got Talent” marathon coding competition in Miami Beach, FL last fall. Following the preview, the integration entered beta testing, which resulted in further refinement driven by client feedback. The integration is now available to all Orion advisors.

To learn how you can open Schwab accounts with unprecedented efficiency, register for a webinar on July 12 at 11 a.m. CT.

Orion Integrates with HALO (Health Analysis and Longevity Optimizer) by Genivity

Projecting future health expenses—and how to budget properly for them—can be unfamiliar territory for advisors and clients. Through an integration with Genivity, advisors can facilitate proactive conversations to plan for longevity, and the costs associated with health and elder care.

The widely available integration consists of a single sign-on from Orion into Genivity, in addition to the embedding of Genivity’s Halo Cost Care Planner assessment within Orion’s Client Portal. It takes less than 5 minutes for a client to complete the interactive assessment within the Client Portal and the detailed planning analysis is sent directly to the advisor so they can follow up and engage the client in a more holistic financial and retirement planning conversation.


Orion Advisor Services, LLC (Orion) is a premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm’s technology solutions empower more than $800+ billion in AUA and over 3 million accounts. For more, please visit www.orionadvisor.com.


Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona and Georgia. For more information, visit www.redtailtechnology.com.


At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity. More information is available at www.aboutschwab.com. Follow us on Twitter, Facebook, YouTube and LinkedIn.


Genivity is an award-winning, longevity-planning technology platform that helps advisors deepen client relationships, generate referrals, and connect with the next generation ahead of the wealth transfer. The HALO Planner (Health Analysis & Longevity Optimizer), the flagship Genivity product, is a client-focused experience providing advisors with customized, data-driven longevity and health expense projections for their clients as part of a holistic planning experience. More information is available at https://www.genivity.com. Follow us on Twitter and LinkedIn.

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