Orion
Bring Orion Connect portfolio data and Redtail CRM together in Claude — prep for client meetings, capture follow-ups, prioritize your pipeline, and turn reports into talking points.
Add to Claude (opens in new tab)The Orion plugin connects Claude to Orion Connect, our portfolio accounting solution, and Redtail, our CRM, so that advisors can move from question to answer without leaving the conversation.
Instead of pulling reports, cross-referencing systems, and reconstructing context before every client touchpoint, advisors and their teams can simply ask.
Prepare for meetings and client interactions. Ask for a client update and get performance, holdings, recent activity, and relationship history pulled together into a meeting agenda with proposed talking points, grounded in the same data your firm already trusts.
Capture follow-ups. Turn meeting notes into a clean summary with clearly identified action items, owners, and next steps, so nothing is lost between the conversation and the CRM.
Understand business opportunities. Get a read on your opportunity pipeline where opportunities stand, what's stalled, what's close, and a prioritized list of prospects and clients worth reaching out to next.
Review a report. Point Claude at a report and get the notable activity called out, with talking points ready for your next client or team conversation.
Built for advisors, advisory teams, and operations staff who want less time assembling information and more time advising. The plugin respects your existing Orion and Redtail permissions.
Tools
- orion_connect_generate_report_rb3
- orion_connect_get_current_value
- orion_connect_get_household_address
- orion_connect_get_report_parameters
- orion_connect_list_household_accounts
- orion_connect_list_reports
- orion_connect_lookup_account_owner
- orion_connect_search_accounts
- orion_connect_search_households
- redtail_add_activity
- redtail_add_opportunity
- redtail_create_note
- redtail_get_activity
- redtail_get_contact
- redtail_list_activity_reference_data
- redtail_list_opportunity_reference_data
- redtail_search_activities
- redtail_search_contacts
- redtail_search_opportunities
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