Dani Palmer
-
Ray Shirley joined the group
Compliance 8 years ago -
Jeff Kliewer replied to the topic RightCapital & Orion Integration in the forum Integrations 8 years, 1 month ago
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]
-
Becca Sarratt and
Kami Covey are now friends 8 years, 2 months ago
-
Becca Sarratt and
Austin Wulff are now friends 8 years, 2 months ago
-
Becca Sarratt and
Kayla Osterfoss are now friends 8 years, 2 months ago -
Jeff Kliewer replied to the topic What are other advisors using for their Scanning archive process? in the forum Integrations 8 years, 2 months ago
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]
-
Becca Sarratt started the topic Trends: Firm Level Goals in the forum Reporting 8 years, 3 months ago
What are they?
The Goals Dashboard in Trends gives you the ability to set monthly goals for your firm for the following options:
- # New Accounts from New Clients
- # New Clients
- AUM
- AUM from New Clients
- Billed Amount
- Management Fees
Setting Goals
Run Data Query ID 15428: Generate Goals to set firm goals. All goals entered will…[Read more]
-
Becca Sarratt and
Sharlene Vogel are now friends 8 years, 4 months ago
-
Becca Sarratt started the topic Checking the Status of your Printed Statements this Quarter in the forum Reporting 8 years, 6 months ago
Quarter End is coming to a close. If you use our Print Vendor, there is an easy way to check the status of your printed statements!
Go to the Report Batches app in Orion and in the Actions dropdown select View Quantum Jobs. This will allow you to see the date your file was received, the status, and when it was last updated.
Please reach out to…[Read more]
-
Ray Shirley joined the group
Trading 8 years, 6 months ago -
Melissa McCune's profile was updated 8 years, 6 months ago
-
Ray Shirley replied to the topic Financial Planning and Orion integration in the forum Integrations 8 years, 7 months ago
Speaking purely to the MGP integration with Orion, while we aren’t able to send multiple accounts from different households to one plan or multiple households to one plan in MoneyGuidePro, MGP allows you to assign accounts to specific goals in the plan within their investment assets area of the plan. I believe MGP also has a separate conversation…[Read more]
-
Ray Shirley and
Kate Goodby are now friends 8 years, 7 months ago -
Ray Shirley changed their profile picture 8 years, 7 months ago
-
Becca Sarratt and
Jill Osmera are now friends 8 years, 7 months ago -
Jeff Kliewer replied to the topic Past Webinars in the forum Integrations 8 years, 8 months ago
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]
-
Jeff Kliewer replied to the topic YCharts – Potential Integration in the forum Integrations 8 years, 8 months ago
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.
-
Jeff Kliewer started the topic YCharts – Potential Integration in the forum Integrations 8 years, 8 months ago
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…[Read more]
-
Jeff Kliewer replied to the topic EMX Integration? in the forum Integrations 8 years, 8 months ago
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]
-
Ray Shirley and
Alex Svehla are now friends 8 years, 8 months ago
- Load More
