Introduction

Orion Advisor Services, a platform crafted by advisors, for advisors, empowers financial professionals with integrated solutions to help them regain the joy of running their business. With core features that include asset tracking, investment performance analysis, and client engagement tools, Orion stands out as a comprehensive solution for financial advisors. IdentityCheck enhances this experience by seamlessly integrating with Orion to elevate security with advanced ID verification and streamlined compliance processes.

Why Connect IdentityCheck to Orion Advisor Services

By linking IdentityCheck with Orion Advisor Services, advisors can bolster their platform’s security with robust identity verification and KYC checks—all without disrupting business operations. This integration supports advisers seeking integrated independence by providing a reliable way to verify identity, reduce onboarding time, and meet compliance requirements. A shining example of IdentityCheck’s impact is seen with Fullstack Advisory, where streamlined identity management achieved compliance with a single click, enhancing overall client satisfaction.

Setting Up the Integration

1. Log in to your Orion Advisor Services account.
2. Navigate to the Integration Marketplace.
3. Search for and select IdentityCheck.
4. Follow the prompts to authorize and configure the integration.
5. Map relevant data fields from IdentityCheck to Orion systems.
6. Complete a test transaction to ensure successful setup.

How It Works in Orion Advisor Services

Once integrated, advisors can initiate ID verification directly from any client profile within Orion. For instance, when onboarding a new client, simply select ‘Verify Identity’ to start the KYC check. IdentityCheck will automatically process verification, updating the client profile with real-time results. This seamless flow ensures that consultants meet compliance obligations swiftly while enhancing user experience.

Frequently Asked Questions

• Where is the data stored? All identity data processed via IdentityCheck is encrypted and stored securely in compliance with industry standards.
• Can the integration be customized? Yes, advisors can customize data handling processes to fit their specific compliance needs and workflows.
• What happens if a check is incomplete? If ID verification cannot be completed, advisors will be notified immediately to take further action or follow up with the client.

Final Thoughts

Integrating IdentityCheck with Orion Advisor Services offers a smart, efficient way to enhance security and streamline compliance processes. With seamless sync and real-time updates, advisors can focus more on client service and less on operational constraints, truly experiencing the freedom Orion promises to provide.