YCharts – Potential Integration

[Jeff Kliewer]

We are exploring a potential integration with YCharts – a portfolio analytics and research platform (https://ycharts.com/). We are looking for a few Advisory firms who use them today to provide feedback to both of us on where you see the most useful integration points. We are specifically looking to add these points to Eclipse – but we will likely add them in Orion Connect as well where it makes sense.

Any feedback you can provide to us would be greatly appreciated. Thanks!

[Victoria Rogers]

Hi Jeff,
One of our advisors just started using YCharts in Dec. while not an expert I’m sure he’d love an integration. We are not yet using Eclipse, that’s on the table as well. I can check with him to see if there is any feedback he can provide.

[Jeff Kliewer]

Thank you Victoria – any feedback would be appreciated. We do not necessarily have to tie the integration to Eclipse – but it makes the most sense to put meaningful integrations that can help serve portfolio analysis and model decisions where the future technology of Orion is headed.

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