Jack Csenge

Jack Csenge replied to the topic Insight Dashboard Print to PDF in the forum Reporting 8 years ago

Yeah this would be amazing

Jack Csenge started the topic RightCapital & Orion Integration in the forum Integrations 8 years, 1 month ago

Any discussions with RightCapital about expanding the integration? Orion accounts feed well into RightCapital but it would be nice to see some returned data within the Client Portal and Insight applications.

Jack Csenge replied to the topic What type of resources on Integration do you want to see more of? in the forum Integrations 8 years, 2 months ago

Right Capital or Advizr 2-way connections would be amazing.

Currently using eMoney and looking for a change. The only true planning software integration with Orion is MoneyGuidePro. It would be amazing to flow the data from Advizr or Right Capital directly into the Client Portal and Insight apps.

Jack Csenge

@jackcsenge-com