portfolio management Integration
Jump +Orion
Orion is a portfolio management platform used by advisors to track client accounts, balances, allocations, and activity. Connect Orion to Jump to bring portfolio context directly into pre-meeting prep so advisors walk into conversations with a clear, up-to-date view of client portfolios.
Key Benefits
Stronger meeting preparation
Access portfolio balances, allocations, and recent activity in Jump before client meetings.
A more complete client view
See account and registration details alongside other client context in one place.
Less manual work
Automatically pull portfolio data into Jump without manual uploads or data entry.
Always up to date
Portfolio information refreshes automatically so advisors prepare with current data.
Feature Details
Portfolio Data in Pre-Meeting Prep
View Orion account and portfolio details directly within Jump’s pre-meeting prep experience.
Account & Registration Visibility
See client accounts and registration information to support more informed conversations.
Portfolio Activity Context
Reference recent contributions, allocations, and account activity ahead of meetings.
Automatic Data Refresh
Portfolio data updates on a regular basis to ensure advisors see the latest available information.
Built for Advisor Workflows
Portfolio context is available where advisors prepare and plan, not buried in another system.
How it Works
Connect Orion to Jump
Orion is securely connected through Jump with support from your Jump account team.
Import portfolio data
Client account and portfolio information is pulled into Jump automatically.
Prepare with confidence
Portfolio context appears in pre-meeting prep for relevant clients.
Resources
Onboarding Webinar
Join a live, daily walkthrough to get set up and ask questions in real time.
Customer Support
Get account help, product support, or give feedback.