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All > Integrations > Stratifi & Orion Integration

Stratifi & Orion Integration

  1. To set up an integration with Orion Advisor Technology log into your Stratifi account and go to Settings > My Profile > Integrations > click on the Orion Advisor Technology button.
    orion advisor tech integrations button on the stratifi platform
  2. Please enter your Orion user name and password and click on the Submit button.
    orion user name and password prompt on the Stratifi platform