What type of resources on Integration do you want to see more of?

[Jeff Kliewer]

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

[Brett Stuvland]

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.

[Jeff Kliewer]

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!

[John Benedict]

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.

[Chad Centorbi]

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

[Ben Rickey]

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

Thanks

ben

[Jack Csenge]

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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