Ashley Morgan Wingfield

@cthornewrapmanager-com

I’m working with our Trends team to find out if those are filters that can be added and what it would take. I’ve also asked about your fee % question. I will follow up via email.

Regarding Ascent, I see you’re already invited to the Reporting trail. I did go ahead and send you an invite to the Reporting Expert trail as…[Read more]

Orion integrates with Salesforce (both their standard platform and Financial Services Cloud), Redtail, Junxure, SmartOffice, and Wealthbox.

Each of these have varying degrees of integration based on whats possible with those platforms. Salesforce is the most comprehensive integration with significant data syncing, two-way syncing on key personal…[Read more]

I have not personally heard of anyone doing this yet. Google Drive/Docs do not currently integrate directly into your Reports App or our Cloud Storage features. Its something we have considered but not something we have seen a large enough demand for yet.

If someone has creatively connected Google to Orion I would be curious as well to know how…[Read more]

Rob, we do have an integration with ByAll that allows your clients to link their held-away accounts to the Balance Sheet to get automatics balance updates for the Net Worth.

Additionally we integrate with Wealth Access in the Portal who provides a similar but even more robust balance sheet experience complete with transactional trends, custom…[Read more]

We would also like to hear success stories around using your Cloud Storage effectively.

Craig – one thing we have discovered for the Sharefile integration to Salesforce that if you create a Client folder first in Salesforce through the Sharefile app for the Client/Household record, there is a special link that is created so that it follows that…[Read more]

David – we are having continuing discussions with eMoney about the potential of pulling their planning elements and reports into Orion for areas like Insight, Report Builder, and the Client Portal. Currently they do not have the technology to make this available in other platforms, but they are releasing an external API in 4th quarter of this…[Read more]