The Andes/Orion integration brings your clients from Orion to Andes Risk Platform including:

  • Households
  • Investors
  • Accounts and positions


If the household comes in from Orion, you will see an indicator in Andes on the Households page:



Also, you will see it in the Orion integration page if the integration has been connected:



You can also manually trigger a data sync by clicking “Sync Now,” or simply wait for the automatic daily batch "I can wait".

Setting up the Orion integration in Andes


To connect Andes Risk with Orion, follow these steps:


  1. Log in to Andes Risk.
  2. Go to the Integration tab in the top right corner and select Integration Setup > Orion.


    3. Click Connect and enter your Orion login credentials.

  4. After logging in, you'll be redirected back to Andes Risk, confirming the integration setup is complete.


After setting up the integration, a daily batch process will import client data from Orion into Andes Risk. You can also manually trigger a data sync by clicking “Sync Now,” or simply wait for the automatic daily batch.


If you need additional integration points, please contact support@andesrisk.io, or your Andes contact.