ChatGPT
ChatGPT is an AI assistant for asking questions, working through ideas, and turning context into useful outputs.
Use Orion Advisor Tech
from ChatGPT.
A simple connector that brings approved Orion Advisor Tech context into ChatGPT, so you can summarize important context, draft work from real inputs, create repeatable workflows.
Installation and configuration in your environment included.
Orion Advisor Tech
Orion Advisor Tech is software for core financial system. This connector is shaped around how your team actually uses it.
✓ Summarize important context✓ Draft work from real inputs✓ Create repeatable workflows
We connect it to your system.
Your existing Orion Advisor Tech setup stays in place. After purchase, we install and configure the connector in your environment, connect it to ChatGPT, and test it against your workflow before handoff.
- 1Review your implementation
We confirm your modules, workflows, fields, integrations, and access requirements.
- 2Install and configure
We set up the connector in your environment and map it to the approved Orion Advisor Tech data and actions.
- 3Connect and test
We connect the finished setup to ChatGPT, test your priority use cases, and provide handoff notes.