Matt Henry

Jeff Kliewer replied to the topic RightCapital & Orion Integration in the forum Integrations 8 years, 1 month ago

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]
Becca Sarratt and Kami Covey are now friends 8 years, 2 months ago
Becca Sarratt and Austin Wulff are now friends 8 years, 2 months ago
Becca Sarratt and Kayla Osterfoss are now friends 8 years, 2 months ago
Jeff Kliewer replied to the topic What are other advisors using for their Scanning archive process? in the forum Integrations 8 years, 3 months ago

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]
Becca Sarratt started the topic Trends: Firm Level Goals in the forum Reporting 8 years, 4 months ago
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]
Becca Sarratt and Sharlene Vogel are now friends 8 years, 4 months ago
Becca Sarratt started the topic Checking the Status of your Printed Statements this Quarter in the forum Reporting 8 years, 6 months ago

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]
Becca Sarratt and Jill Osmera are now friends 8 years, 7 months ago
Jeff Kliewer replied to the topic Past Webinars in the forum Integrations 8 years, 8 months ago

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]
Jeff Kliewer replied to the topic YCharts – Potential Integration in the forum Integrations 8 years, 8 months ago

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.
Jeff Kliewer started the topic YCharts – Potential Integration in the forum Integrations 8 years, 8 months ago

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]
Jeff Kliewer replied to the topic EMX Integration? in the forum Integrations 8 years, 8 months ago

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]
Jeff Kliewer replied to the topic Wealthbox Integration in the forum Integrations 8 years, 9 months ago

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]
Becca Sarratt and Tanner Bock are now friends 8 years, 10 months ago
Becca Sarratt and Melissa Graves are now friends 8 years, 11 months ago
Jeff Kliewer replied to the topic Wealth Access Integration in the forum Integrations 8 years, 11 months ago

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]
Michael Clark and Edward Sempek are now friends 9 years ago
Becca Sarratt and Edward Sempek are now friends 9 years ago
Becca Sarratt and Kyle Wesley are now friends 9 years ago
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Matt Henry

@mhenrycarsoninstitutional-com