Orion

What integrating with Orion does for you

Integrating with Orion connects client information from Orion to the financial plan in RightCapital. Once linked, RightCapital pulls in position-level account data from each account and connects them with the client's net worth. The positions and values will be updated Tuesday through Saturday evening with the previous night's closing value.

The integration will also allow for a secure single sign-on (SSO) from Orion into RightCapital. This allows you to open your RightCapital advisor portal directly from Orion without having to enter your RightCapital login credentials.

Accessing Single Sign-on (SSO)

In order to set up SSO from Orion into RightCapital, first enable the RightCapital SSO in Orion by going to Orion Connect > Manage Users > Edit Role > Apps > Integrations > RightCapital. Click the Enable checkbox to enable the SSO capability.

You should then see the RightCapital app displayed in Orion:

Make sure you are signed into RightCapital, and then click on the RightCapital app. It will bring you into RightCapital and ask you to confirm the SSO setup:

Once you click on 'Yes', the SSO setup will be complete! When you click on the RightCapital app in Orion it will bring you directly into RightCapital.

How to set up your Orion integration

The first time you use the Orion integration, you will need to connect your RightCapital and Orion accounts as follows:

How to use the Orion integration

Once the integration is set up, link client accounts:

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Click +Link Account and select "Orion" from the dropdown menu.

This button only appears if an integration has already been established

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Select the account(s) (using the check boxes in the “Link” column) to assign to the current client.