Dani Palmer
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Zach Lindgren and
Jeff Kliewer are now friends 9 years, 2 months ago -
Jeff Kliewer replied to the topic CRM in the forum Integrations 9 years, 2 months ago
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]
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Ray Shirley and
Jared Jollensten are now friends 9 years, 2 months ago
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Zach Lindgren and
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Ray Shirley and
Barbara Buquing are now friends 9 years, 2 months ago
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Becca Sarratt and
Eric Addison are now friends 9 years, 2 months ago
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Ray Shirley and
Ben Bedell are now friends 9 years, 2 months ago
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Becca Sarratt and
Dan Ciurej are now friends 9 years, 2 months ago
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Becca Sarratt and
Matt Henry are now friends 9 years, 2 months ago -
Becca Sarratt and
Alexa Hansen are now friends 9 years, 2 months ago
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Ray Shirley and
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Becca Sarratt and
Hayden Byrd are now friends 9 years, 2 months ago
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Ray Shirley and
TJ Middlesworth are now friends 9 years, 3 months ago
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Ray Shirley and
Shaun Kardell are now friends 9 years, 3 months ago
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Dylan Mahler replied to the topic What are some billing development/enhancements that you recommend? in the forum Billing 9 years, 3 months ago
Thanks for sharing @ryanabacuswealth-com, I appreciate your feedback! We do have the option to create fee files for multiple instances from the bill instance screen given that the bill status is set to “Fee Files Needed.” If you generated a forecast bill for all households and then your live bills by custodian, rep, or even by a list of…[Read more]
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Dylan Mahler voted up to a reply by Dylan Mahler in the topic What are some billing development/enhancements that you recommend? 9 years, 3 months ago
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Becca Sarratt and
Cody Norton are now friends 9 years, 3 months ago
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Ray Shirley and
Tricia Drexel are now friends 9 years, 3 months ago -
Dylan Mahler replied to the topic Orion Social – Smart Card Feed to Replace My Activity Feed in the forum Ideas 9 years, 3 months ago
@amanda-steinspring @orion_astraea Here are a few mockups.
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Ray Shirley and
Phil Colling are now friends 9 years, 3 months ago - Load More
