About DPL Financial Partners 

DPL Financial Partners is the leading insurance marketplace bringing best-in-class solutions from the nation's top carriers to registered investment advisors (RIAs), their clients, and consumers. DPL's products, proprietary tools, and embedded technology enable RIAs to incorporate insurance and annuities into their practices to serve their clients more holistically. Clients benefit from products that offer competitive pricing and transparent, fiduciary implementation to meet a range of needs in the financial plan. 

 

Visit their website for more information.

 

Review Interface Guide & Setup - DPL Financial Partners for instructions on how to set up a new data feed into Orion from DPL.

 

 

 

How-To SSO into DPL Financial Partners

User Privileges

Users must have specific privileges enabled for their user roles in the Manage Users  app to access DPL. Check the Enable box next to the applicable privilege below when editing a role: 

 

Privilege Name	Description
DPL (Apps > Integrations)	Enable this for users that should have access to SSO into DPL

 

 

• Navigate to the Manage Users app and click Roles in the left sidebar.

• Right-click the applicable role to Edit Role (updating a role changes the access for ALL users assigned to that role).

• Click the Apps tab, Integrations section.

• Check the Enable box for DPL.

• Click Save and refresh your browser. 

• Now, all users who are assigned to that role will see DPL in their App Dock.

 

 

 

SSO

Once the privilege is enabled, use the DPL app  in the left sidebar of Orion to SSO.