Related Articles
eMoney integration to Orion
The attached article are instructions on how to integrate eMoney to Orion. If you have issues with seeing an account, please create a case in the Evolve Portal under Platform Technology>Orion>Integrations.
Orion - How to create a New Account
See below for the steps to create a New Account in Orion: If you are not seeing an account in your version of Orion, you will need to create a case in the portal and confirm that we can view the account in Mutual's version of Orion. Once that is ...
Black Diamond - How to Run Queries in Orion to Import into Black Diamond
What is Black Diamond? Black Diamond is a wealth platform that has dashboards, does reconciliation, has CRM capabilities and various integrations to help manage your accounts. It is similar to Orion. What is the Purpose of this Article? Since Black ...
How to View Accounts in Orion Using Portfolio Audit
Viewing Accounts with Portfolio Audit: The suggested way to view accounts in Orion is by using the Portfolio Audit app. You can use default views or customized views. Both are showing below: There are two ways to access Portfolio Audit: From the ...
Mutual/Evolve Information
Evolve Web Portal: Mutual Evolve | Home Company Website: https://www.mutual.group/ Orion: Login (orionadvisor.com) OR clicking the rocketship under the Evolve Portal Email: Evolve@Mutual.Group Evolve Hotline: 805-702-7222 Tech Number: 805-764-6740 ...