All client portfolio data on the Savvy dashboard is powered by Orion, as Orion pulls the information from our custodial platforms. Please keep in mind that the Orion <> Savvy dashboard sync runs once a day, and your dashboard information is automatically updated every morning between 9~10am ET.
Accessing Orion: Your Orion login credentials are already saved to Chrome on your Savvy laptop so you can automatically log in.
How-to Resources
You can also request dedicated assistance from the Orion Support team. Once you’re logged into the Orion Connect, click on Contact Us in the upper right corner of the dashboard to get in touch with their team via chat or audio. Please note that Orion’s Support team is only available Monday-Friday, 7:30am-6pm CT.
We also use Orion Planning as our default financial planning software. Orion Planning enables advisors to offer holistic advice, connect progress toward goals with investment performance, and collaborate on goals-based or cash flow planning on one easy-to-use platform. A key benefit to using Orion Planning is that managed investments are already integrated, since all of Orions tools are connected.
We recommend reviewing the below links to learn more about Orion Planning’s features.
| Ops-led | Advisor-led |
|---|---|
| Client profiles: Ops will configure the client portal to allow Orion investment data to flow into the Orion Planning Tool, upon Advisor request (when Advisor is looking to put together a financial plan, they just need to ask their Client Associate to link the accounts). | Unmanaged investments: all outside account information will need to be manually entered by the advisor from the Savvy Client Portal. |
| Managed investments: Orion investment data will, from there, flow automatically into the Planning tool. The data flows 1x day, overnight. | Prospect data: all prospect data will have to be input manually by the advisor (and/or with the prospect). |
For one off questions, you can connect directly with the Orion Planning team through this chat feature, located in the bottom right when you login to the Planning Application:
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