Orion Integration

Asset-Map and Orion integration overview.

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a week ago

In this article

*Note: The household created by this integration is dependent upon the quality and accuracy of the data entered at the source. Generally, good and accurate data will result in a successful import into Asset-Map Platform.

*Note: Synchronizing Asset-Map and Black Diamond with different browsers may produce unexpected results such as failing to sync within a browser. Please utilize the same browser.

*Note: Asset-Map does not support chain-linking (importing from one financial tool into a compatible partner into Asset-Map as this involves data feeds that are out of our control.)


Import into Asset-Map

The following information is imported into Asset-Map from Orion:

  • Member Names

  • Member Information (DOB, Address, Email)

  • All financial accounts stored in Orion:

  • Account Custodians

  • Account Types

  • Account Values

  • Orion Historical Account Value chart should display under the Orion tab within each financial as shown

Import Multiple Households

With the text field empty, click the search magnifying glass icon and wait for your client list to appear (this may take minutes). Click Import adjacent to the desired contact names. Importing is complete for the household when View is shown.


To connect a member

  • From within a household, go to the Household's Orion Integration page (not the Asset-Map Platform Integrations page).

  • Search the name of the contact in the search field.

  • Choose whom you'd like to connect the Orion contact to in the Household using the drop-down box.

  • Select Import on the desired entry from Orion

Note: to Disconnect a Member, click the Unlink icon on the Orion page within the Household.

Synchronization Options

Sync from the Actions menu, the right-click (alt click) menu, and the financial or member info/edit window.

Top questions from advisors

Note: Accessing Asset-Map from multiple browsers could affect integration tokens causing a sync failure error. Please use one browser or disconnect and reconnect the integration from the Integrations page within Asset-Map to refresh the token.

Q. Why does Orion add another household member and link the Orion assets to them instead of the members I already have?
​A. This is as a result of how Orion handles "households". The solution: once in Asset-Map, re-assign the asset tiles to the appropriate members of your Asset-Map household. Delete the new avatar by clicking on the new avatar (either on the Asset-Map report or on the Members tab) and clicking the trash can icon on the Member edit window.

When you synchronize Orion with Asset-Map now and in the future, the tiles will update with new values correctly.

Q. Why do I get a "Server Error" message or a "404 page not found" error when trying to link Orion, even if I've already enabled integrations?
​A. That's most often a case of an outdated cookie. Here is the 3-step solution :

  1. Disable the integration (click your name, upper right. Click Integrations then Orion. Click Disable integration.).

  2. Clear the browser cookie cache (usually pressing CTRL-DEL-SHIFT brings up the interface to clear browser cache)

  3. Re-enable Orion integration within Asset-Map

Q. The {name the financial} does not appear on the client's Asset-Map! Even when I sync it's not there.

A. Maybe the asset is hidden. Click the Search and Select tool to see if there are hidden assets on the Asset-Map. Reveal and unhide them as desired.

Tags: link, sync, member, household, connect, integration, financials, investments, error, troubleshooting

2/2024

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