Orion Social | Dani Palmer | Friends Activity https://social.orionadvisor.com/members/dani-palmer/activity/friends/ Activity feed for Dani Palmer's friends. Thu, 15 Oct 2026 15:20:36 -0500 https://buddypress.org/?v= en-US 30 hourly 2 b2a9cde5ad7bc36f1cf3c1afd796d2fc Ray Shirley joined the group Compliance https://social.orionadvisor.com/activity/p/10410/ Wed, 03 Oct 2018 14:50:54 -0500 0 36eea40a6239afac4764d0888230febd Jeff Kliewer replied to the topic RightCapital & Orion Integration in the forum Integrations https://social0.wpengine.com/forums/topic/rightcapital-orion-integration/#post-32928 Thu, 30 Aug 2018 21:47:16 -0500 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]

]]> 4f8513c00565dc66a09f967abb5c3f57 Becca Sarratt and Kami Covey are now friends https://social.orionadvisor.com/activity/p/9937/ Wed, 15 Aug 2018 20:45:41 -0500 0 66266c2d83ef97f47dbc38c1dd1a5bb1 Becca Sarratt and Austin Wulff are now friends https://social.orionadvisor.com/activity/p/9905/ Fri, 10 Aug 2018 20:25:52 -0500 0 f784ccb4e9d4ebb2d43dc7014134e1e8 Becca Sarratt and Kayla Osterfoss are now friends https://social.orionadvisor.com/activity/p/9823/ Thu, 02 Aug 2018 15:38:36 -0500 0 d73e8d580f7e51fd0b8ea847c71d6dfc Jeff Kliewer replied to the topic What are other advisors using for their Scanning archive process? in the forum Integrations https://social0.wpengine.com/forums/topic/what-are-other-advisors-using-for-their-scanning-archive-process/#post-32664 Thu, 19 Jul 2018 14:18:58 -0500 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]

]]> 2f5f4b61cae96245c2ea9160ee47ac97 Becca Sarratt started the topic Trends: Firm Level Goals in the forum Reporting https://social0.wpengine.com/forums/topic/trends-firm-level-goals/ Tue, 19 Jun 2018 15:22:11 -0500 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]

]]> 0f482228af3a4141c39d726e9008db46 Becca Sarratt and Sharlene Vogel are now friends https://social.orionadvisor.com/activity/p/9331/ Mon, 11 Jun 2018 18:53:19 -0500 0 74967fb545b99333b49911a37412ef94 Becca Sarratt started the topic Checking the Status of your Printed Statements this Quarter in the forum Reporting https://social0.wpengine.com/forums/topic/checking-the-status-of-your-printed-statements-this-quarter/ Fri, 13 Apr 2018 18:26:02 -0500 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]

]]> 4f704d8238afce6d2f790fbf233de9de Ray Shirley joined the group Trading https://social.orionadvisor.com/activity/p/8648/ Tue, 03 Apr 2018 13:22:24 -0500 0 5098c7daa0101726b31025ed82e944b4 Melissa McCune's profile was updated https://social.orionadvisor.com/activity/p/8610/ Wed, 28 Mar 2018 15:14:44 -0500 0 94b4eb0406511cfea6f45cb454e874c8 Ray Shirley replied to the topic Financial Planning and Orion integration in the forum Integrations https://social0.wpengine.com/forums/topic/financial-planning-and-orion-integration/#post-31359 Fri, 09 Mar 2018 22:25:22 -0600 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]

]]> 8987c02f4395fbba1aa40e28e03cba99 Ray Shirley and Kate Goodby are now friends https://social.orionadvisor.com/activity/p/8441/ Thu, 08 Mar 2018 19:00:33 -0600 0 c6f5c8bc5063ed047e026bc35a85f94c Ray Shirley changed their profile picture https://social.orionadvisor.com/activity/p/8381/ Fri, 02 Mar 2018 15:27:49 -0600 0 fdad90cad5dee69276b7dff5c38e0eda Becca Sarratt and Jill Osmera are now friends https://social.orionadvisor.com/activity/p/8317/ Sat, 24 Feb 2018 20:39:57 -0600 0 f9c35499cfc72a2e10849fed0453425d Jeff Kliewer replied to the topic Past Webinars in the forum Integrations https://social0.wpengine.com/forums/topic/past-webinars/#post-31177 Fri, 09 Feb 2018 19:57:03 -0600 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]

]]> 8ba31a808da6bbb4f4f1c9bea780fe3e Jeff Kliewer replied to the topic YCharts - Potential Integration in the forum Integrations https://social0.wpengine.com/forums/topic/ycharts-potential-integration/#post-31128 Mon, 05 Feb 2018 23:18:03 -0600 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.

]]> 9ee93127b21ee00f0be77629261569ce Jeff Kliewer started the topic YCharts - Potential Integration in the forum Integrations https://social0.wpengine.com/forums/topic/ycharts-potential-integration/ Fri, 26 Jan 2018 15:09:02 -0600 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]

]]> 5bd18e01da1ff6a84e1707ab338e8604 Jeff Kliewer replied to the topic EMX Integration? in the forum Integrations https://social0.wpengine.com/forums/topic/emx-integration/#post-30805 Fri, 26 Jan 2018 15:01:23 -0600 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]

]]> 1db2506b8cb1b737091d38ea298c0e8c Ray Shirley and Alex Svehla are now friends https://social.orionadvisor.com/activity/p/7873/ Wed, 24 Jan 2018 20:51:36 -0600 0 75db429da77fcb940f0c6a652fbe05db Ray Shirley and Karin Kingkade are now friends https://social.orionadvisor.com/activity/p/7869/ Wed, 24 Jan 2018 20:29:33 -0600 0 d8898d4efcda0f227bd085a4911eab79 Jeff Kliewer replied to the topic Wealthbox Integration in the forum Integrations https://social0.wpengine.com/forums/topic/wealthbox-integration/#post-30650 Tue, 16 Jan 2018 19:26:00 -0600 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]

]]> fc9307228c3db461f4bb1480b3820fe7 Melissa McCune and Tanner Bock are now friends https://social.orionadvisor.com/activity/p/7397/ Thu, 14 Dec 2017 15:55:12 -0600 0 8d39f76c61dd8cb65f3b952a3407c099 Brad Corrigan and Tanner Bock are now friends https://social.orionadvisor.com/activity/p/7395/ Thu, 14 Dec 2017 15:55:09 -0600 0 ddd233058509b15e573855a7dcb8b9ea Becca Sarratt and Tanner Bock are now friends https://social.orionadvisor.com/activity/p/7394/ Thu, 14 Dec 2017 15:55:07 -0600 0 5983e65b5a4adf1fedf43b47cb1508b4 Ray Shirley and Josh Benson are now friends https://social.orionadvisor.com/activity/p/7269/ Tue, 05 Dec 2017 20:20:40 -0600 0 a43bca17e8fd59969771c524ecfc0c5b Becca Sarratt and Melissa Graves are now friends https://social.orionadvisor.com/activity/p/7041/ Tue, 07 Nov 2017 20:13:55 -0600 0 4c828f6fa46713dc1790214b3ca74b68 Ray Shirley and Tyler Vacek are now friends https://social.orionadvisor.com/activity/p/6973/ Fri, 27 Oct 2017 18:58:44 -0500 0 4038471bb13e833976c9b06e51ca257a Jeff Kliewer replied to the topic Wealth Access Integration in the forum Integrations https://social0.wpengine.com/forums/topic/wealth-access-integration/#post-29615 Thu, 26 Oct 2017 14:01:37 -0500 There are three key values Advisors have communicated to us that Wealth Access brings to their practices:
1) Providing a wholistic balance sheet for their Clients so that they do not have to use a tool outside their client portal to aggregate all their bank accounts, credit cards, loans, etc all in one place.
2) These connections that the Client…[Read more]

]]> bda69fde1591552c4ce3da04eef14180 Ray Shirley joined the group Performance https://social.orionadvisor.com/activity/p/6445/ Thu, 12 Oct 2017 19:11:33 -0500 0 d6c96a1dbdaef32937ac977d47588539 Melissa McCune and Amanda Steinspring are now friends https://social.orionadvisor.com/activity/p/6428/ Wed, 11 Oct 2017 18:52:22 -0500 0 f4232792607c3f1e18b203ef24d5343c Ray Shirley and Amanda Steinspring are now friends https://social.orionadvisor.com/activity/p/6427/ Wed, 11 Oct 2017 18:52:18 -0500 0 0090ea4d75ddc5d9291c8f37a3b54259 Ray Shirley posted an update: studying for the CFP https://social.orionadvisor.com/activity/p/6418/ Tue, 10 Oct 2017 21:39:46 -0500 studying for the CFP

]]> 0 2c1b54ae907a452f2d7c979bcf434dd1 Melissa McCune and Edward Sempek are now friends https://social.orionadvisor.com/activity/p/6372/ Wed, 04 Oct 2017 20:30:36 -0500 0 0317a643dd495e55084c6cfc5d984dd5 Brad Corrigan and Edward Sempek are now friends https://social.orionadvisor.com/activity/p/6369/ Wed, 04 Oct 2017 20:30:32 -0500 0 101c18982535af6ee3158b56d3215913 Becca Sarratt and Edward Sempek are now friends https://social.orionadvisor.com/activity/p/6368/ Wed, 04 Oct 2017 20:30:31 -0500 0 a5b7bc8b7ef632dde315f58322ac6676 Becca Sarratt and Kyle Wesley are now friends https://social.orionadvisor.com/activity/p/6205/ Fri, 22 Sep 2017 15:29:48 -0500 0 aa321aa9a45f77a950fd650c90e4c302 Becca Sarratt and Scott Bordelon are now friends https://social.orionadvisor.com/activity/p/6198/ Thu, 21 Sep 2017 22:49:52 -0500 0 869df296ca93cab7f4e83fadc1c97442 Becca Sarratt and Cathy Bailey/Castleview Partners, LLC are now friends https://social.orionadvisor.com/activity/p/6191/ Thu, 21 Sep 2017 20:10:47 -0500 0 d74ef4d3f956d3c08b65d9766cccbf9c Becca Sarratt and Kathy Beers are now friends https://social.orionadvisor.com/activity/p/6187/ Thu, 21 Sep 2017 19:14:36 -0500 0 312d81608cd067fd9458c737a72614b9 Becca Sarratt and Janice Bordelon are now friends https://social.orionadvisor.com/activity/p/6186/ Thu, 21 Sep 2017 19:09:47 -0500 0 bfa69029baea19ca2c2b43e7d6caef06 Jeff Kliewer started the topic Integration Center Resources in the forum Integrations https://social0.wpengine.com/forums/topic/integration-center-resources/ Mon, 18 Sep 2017 13:06:15 -0500 What types of resources would you like to see more of in the Integration Center learning pages?

What types of training materials help you get the most out of your integrations or help you to keep your staff training on this type of technology?

]]> 50bf249562cb98d8442333065a1923c7 Jeff Kliewer started the topic Integration Efficiencies in the forum Integrations https://social0.wpengine.com/forums/topic/integration-efficiencies/ Sun, 17 Sep 2017 18:48:50 -0500 In what ways can we make our existing integrations more efficient for you – to help save time and remove errors?

Are there new integration points or partners that would help your operations gain efficiencies?

Let us know, as this will be one of the key focuses of our integration enhancements over the next year.

]]> 6695b91c7c74f11685da77ea7ae68a7c Ray Shirley and Amy Strickland are now friends https://social.orionadvisor.com/activity/p/6137/ Fri, 15 Sep 2017 18:29:13 -0500 0 3601a91d175ece58145a998577ff0bac Melissa McCune and Jason Slininger are now friends https://social.orionadvisor.com/activity/p/6080/ Mon, 11 Sep 2017 15:24:13 -0500 0 b44eb320f18ecd6dcc05730ea0657064 Brad Corrigan and Jason Slininger are now friends https://social.orionadvisor.com/activity/p/6077/ Mon, 11 Sep 2017 15:24:09 -0500 0 96098502ace073648f13615a716f5aa1 Becca Sarratt and Jason Slininger are now friends https://social.orionadvisor.com/activity/p/6076/ Mon, 11 Sep 2017 15:24:07 -0500 0 b834998a35cc801a307fc46b0fe72a26 Brad Corrigan and Lisa Valentine are now friends https://social.orionadvisor.com/activity/p/6057/ Fri, 08 Sep 2017 15:54:31 -0500 0 4699dd5d55ee0ef71140c7c64546f4f2 Ray Shirley and Nate Lozeau are now friends https://social.orionadvisor.com/activity/p/6033/ Wed, 06 Sep 2017 17:02:37 -0500 0 a7a45026d5e4d48ddaf705939cd9b765 Ray Shirley and Benjamin Rawlings are now friends https://social.orionadvisor.com/activity/p/6024/ Tue, 05 Sep 2017 19:57:02 -0500 0