Ashley Morgan Wingfield

Jack – thank you for the feedback. We have discussed at length with RightCapital to build similar integration points to what we currently have with MGP. It is something definitely on their roadmap, but they do not have a reporting or widget API today that would allow us to pull that data or visuals. We will keep bringing this up – but we would…[Read more]

This is a great question – we would love to learn more about these points and if there is a tool/platform that many advisors are using. If there is a way that Orion could integrate with a tool like this to really gain you efficiency and accuracy, please let us know.

We have explored a few intelligent vault platforms that are suppose to help scan,…[Read more]

Mike – you can find our previous webinars by going to the Integration Group page in Social (https://social0.wpengine.com/orion-teams/integrations/) and then looking under Resources, which is in the lower right corner of the page (you may need to scroll down just a bit).

If the webinar was for a specific integration, you will also be able to find…[Read more]

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.

Brice – only the first stage of their API has been made available and unfortunately its pretty light at this point. The only thing of value to our integration that we see in it is Advisor and Client level single sign-on. Which we are actively pursuing right now.

They are still planning to add components of the plans/goals and reports later this…[Read more]

Brice – thank you for the feedback and even your help in brings these priorities and opportunities to Wealthbox’s attention. All of the integration points that we currently have with Salesforce and Redtail would be on the table as enhancements with Wealthbox. Due to their architecture and even the location of most of these integration points, the…[Read more]