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Orion Integration

Connect your Orion account to Jump to get client account information included in pre-meeting prep notes.

Written by Kyle Copier

Who should connect to Orion?

  • Full users

  • Lite users

Note: Before you start, you'll need admin permissions within Orion to authorize the OAuth connection

What the Orion integration does

The Jump integration with Orion pulls data directly into your pre-meeting prep, allowing you to:

  • View account info

  • Automatically link Orion clients to your Jump contacts

Once the accounts are linked, Jump can pull information from these objects in Orion:

  • Client — the household or individual’s core Orion record, including name, contact info, and status

  • Registration — the legal ownership structure for an account, such as individual, joint, trust, or IRA

  • Account — account-level details like account type, status, account number, and current value

  • Asset — individual holdings within an account, including ticker, shares, price, current value, asset class, and cost basis

  • Transaction — buys, sells, contributions, withdrawals, and other account activity

  • Performance — Orion-calculated returns, including YTD/trailing returns, benchmark comparisons, and grouped performance where available

  • Models — assigned model information and model tolerance/drift, so prep can flag where a portfolio is off target

  • Gain/Loss & Cost Basis — realized and unrealized gain-loss detail, useful for tax-aware review conversations

  • Historical Valuation / AUM — portfolio value over time, so prep can reference AUM trends and historical valuation context
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How to connect Orion to Jump

  1. In Jump, navigate to Profile & settings > User settings > Integrations.
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  2. Click Add an Integration.

  3. Find Orion under the Portfolio Management category.

  4. Click Add Integration.
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  5. You'll be redirected to Orion to authorize the connection.

  6. Once authorized, Jump will automatically import your Orion clients and link them to existing Jump contacts where email addresses match.

How to use the Orion integration in pre-meeting prep

You can incorporate Orion information into your pre-meeting prep notes with these steps:

  1. Go to Profile & settings > User settings > Templates.

  2. Select your desired Meeting Prep template from the list.

  3. In the template editor, click on the Default Sources tile on the left and locate the Orion field.

  4. Here, select the specific Orion objects that you would like to make available to Jump for generating pre-meeting prep. (e.g., Account, Client, Registration).
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  5. Within the meeting prep template, you can add an Instructions block that tells Jump what to do with the Orion information.

  6. Use the Sources dropdown on the bottom left corner of the Instructions block to further specify the Orion objects you'd like to be used in this block.
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  7. Throughout the prep template, you can also use the "@" symbol to pull in specific variables from your connected Orion account.

For more information, check out this guide: How pre-meeting prep works in Jump.

Frequently asked questions (FAQs)

How does Jump link Orion clients to my contacts?

Jump automatically links Orion clients to existing Jump contacts using email address matching. If the email addresses match, the Orion client will be tied to your Jump contact. If there's no match, the Orion client won't be automatically linked.

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