Orion

AdvicePay has a single-sign-on (SSO) integration with Orion.

With this integration, you can connect to AdvicePay directly from your Orion platform.

1. Email integrations@orionadvisor.com first to request the setup.

2. Once you receive confirmation from Orion, login to your Orion account and locate the Manage Users app

3. Right-click on the role and choose Edit Role > Apps > Integrations

4. Check the box for AdvicePay

5. Click Save