Orion (http://www.orionadvisor.com) is an Orion Advisor Services, LLC system, separate from Jemstep, Inc. Setting up and maintaining an instance of Orion is a shared responsibility between you (the advisor) and Orion Advisor Services, LLC. This includes loading the Advisor Pro target model portfolio information into Orion.
The Jemstep Advisor Pro development team will setup the integration between your Advisor Pro site and your Orion instance. Your Advisor Pro site will push two data points (Aggregate Model IDs and Mapped Risk) to your Orion instance. The site will also keep these two data points up-to-date (if the user edits their profile in such a way that changes their mapped model portfolio). If you (the advisor) decides to manually change the user’s mapped model portfolio the Advisor Pro site will turn off the update functionality to avoid the updates to override your manual changes.