Jack Csenge

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  • #33225
    Jack Csenge
    Participant

    Yeah this would be amazing

    #32779
    Jack Csenge
    Participant

    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.

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