Orion Social | Jack Csenge | Activity https://social.orionadvisor.com/members/jackcsenge-com/activity/ Activity feed for Jack Csenge. Wed, 14 Oct 2026 19:26:47 -0500 https://buddypress.org/?v= en-US 30 hourly 2 2ebe577e84f9d1b3fc134e9ccd0abda0 Jack Csenge replied to the topic Insight Dashboard Print to PDF in the forum Reporting https://social0.wpengine.com/forums/topic/insight-dashboard-print-to-pdf/#post-33225 Tue, 18 Sep 2018 19:17:20 -0500 Yeah this would be amazing

]]> 440c66c84521c553d36a9159980910e4 Jack Csenge started the topic RightCapital & Orion Integration in the forum Integrations https://social0.wpengine.com/forums/topic/rightcapital-orion-integration/ Thu, 30 Aug 2018 21:42:35 -0500 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.

]]> 30798ee2e1fc4972f14eeb65753714be Jack Csenge replied to the topic What type of resources on Integration do you want to see more of? in the forum Integrations https://social0.wpengine.com/forums/topic/what-type-of-resources-on-integration-do-you-want-to-see-more-of/#post-32779 Thu, 16 Aug 2018 16:08:17 -0500 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.

]]> 5714025d22624363bd5301b8428617e8 Jack Csenge changed their profile picture https://social.orionadvisor.com/activity/p/9946/ Thu, 16 Aug 2018 16:03:19 -0500 0 9d79515930b3701e76cd90c37694ee2c Jack Csenge joined the group Integrations https://social.orionadvisor.com/activity/p/9945/ Thu, 16 Aug 2018 16:01:54 -0500 0