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Orion + AdvicePay

Integrate with Orion to enable single sign-on (SSO) and login to AdvicePay directly from Orion Connect.

Requirements

  • Customer on Professional or Enterprise plan of AdvicePay

  • Orion Account

Switch applications effortlessly 

By enabling single sign-on with Orion Connect, you can switch applications effortlessly while onboarding and supporting your clients

What you can do with AdvicePay + Orion

  • Quickly launch AdvicePay from Orion, without providing a username and password, to bill advisory fees and more

Who is it for?

  • AdvicePay customers who use the Orion platform to support their clients

  • Teams looking to streamline the advisor experience with your tech stack

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Get started with Orion and AdvicePay

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