Home › Forums › Orion Questions › Integrations › What type of resources on Integration do you want to see more of?

Viewing 7 posts - 1 through 7 (of 7 total)
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  • March 31, 2017 at 9:14 pm #623
    Jeff Kliewer
    Keymaster

    – Ascent Courses?
    – Overviews on Integrations?
    – Factsheets?
    – Training on how to get the most out of integrations?

    April 13, 2017 at 1:46 pm #814
    Brett Stuvland
    Participant

    We have a couple of advisors using Wealthsite’s Private Asset Platform.
    I know that there is one webinar on this that I’ve seen, but it barely scratches the surface on all the functionality of the Platform.
    It would be great to have more demos and/or a guide put together that goes through how to use all the bells and whistles of the Platform.
    Otherwise, the integration happens, and the Advisors are left alone trying to figure it all out.

    April 13, 2017 at 4:20 pm #818
    Jeff Kliewer
    Keymaster

    Great feedback – I’ll take an inventory of the materials we have on the Private Asset Platform and get a more detailed demo put together. Also, we will get working on an Ascent Course as well. Thanks!

    February 2, 2018 at 10:28 am #31111
    John Benedict
    Participant

    How about Instream integration with the insight portal like you have with Money Guide Pro? Would be great to have a widget for Net Worth, Cash Flow, Monte Carlo in the Insight app.

    May 3, 2018 at 6:19 am #31871
    Chad Centorbi
    Participant

    Bi-directional sync of a custom field on an account to Salesforce.

    May 16, 2018 at 1:41 pm #31934
    Ben Rickey
    Participant

    I would love to see Right Capital Integration into the client portal. Would also love to see integration with LastPass.

    Thanks

    ben

    August 16, 2018 at 11:08 am #32779
    Jack Csenge
    Participant

    Right Capital or Advizr 2-way connections would be amazing.

    Currently using eMoney and looking for a change. The only true planning software integration with Orion is MoneyGuidePro. It would be amazing to flow the data from Advizr or Right Capital directly into the Client Portal and Insight apps.

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