Dani Palmer
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Ray Shirley and
Sean Anderson are now friends 9 years, 3 months ago
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Ray Shirley and
Jan-Michael Williams are now friends 9 years, 3 months ago
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Ray Shirley and
Tammy Tracy are now friends 9 years, 3 months ago -
Ray Shirley and
Rodney Mottl are now friends 9 years, 3 months ago -
Ray Shirley and
Lindsey Fischer are now friends 9 years, 3 months ago -
Ray Shirley and
Jacob Danielson are now friends 9 years, 3 months ago -
Ray Shirley and
Brad Corrigan are now friends 9 years, 3 months ago -
Ray Shirley and
Jina Horton are now friends 9 years, 3 months ago -
Ray Shirley and
Chris Shelley are now friends 9 years, 3 months ago
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Ray Shirley changed their profile picture 9 years, 3 months ago
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Ray Shirley posted an update 9 years, 3 months ago
Working on some really cutting edge integration technology!
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Jeff Kliewer replied to the topic using the net worth on client portal in the forum Integrations 9 years, 3 months ago
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]
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Jeff Kliewer replied to the topic Orion Client Portal with Sharefile and with SalesForce in the forum Integrations 9 years, 3 months ago
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]
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Brad Corrigan and
Jesse Heath are now friends 9 years, 4 months ago
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Jeff Kliewer replied to the topic EMX Integration? in the forum Integrations 9 years, 4 months ago
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]
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Brad Corrigan and
Vilas Naralakattu are now friends 9 years, 4 months ago
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Jeff Kliewer started the topic New Feature Integration – Kwanti in the forum Integrations 9 years, 4 months ago
We are excited to announce a new integration with Kwanti (https://kwanti.com/).
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects.
With…[Read more] -
Jeff Kliewer started the topic New Feature Integration – Kwanti in the forum Integrations 9 years, 4 months ago
We are excited to announce a new integration with Kwanti (https://kwanti.com/).
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects.
With…[Read more] -
Jeff Kliewer started the topic New Feature Integration – Kwanti in the forum Integrations 9 years, 4 months ago
We are excited to announce a new integration with Kwanti (https://kwanti.com/).
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects.
With…[Read more] -
Dylan Mahler voted up to a reply by Dylan Mahler in the topic What are some billing development/enhancements that you recommend? 9 years, 4 months ago
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