Matt Henry
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Becca Sarratt and
Scott Bordelon are now friends 9 years ago -
Becca Sarratt and
Cathy Bailey/Castleview Partners, LLC are now friends 9 years ago
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Becca Sarratt and
Kathy Beers are now friends 9 years ago -
Becca Sarratt and
Janice Bordelon are now friends 9 years ago -
Jeff Kliewer started the topic Integration Center Resources in the forum Integrations 9 years, 1 month ago
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?
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Jeff Kliewer started the topic Integration Efficiencies in the forum Integrations 9 years, 1 month ago
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.
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Becca Sarratt and
Jason Slininger are now friends 9 years, 1 month ago
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Becca Sarratt and
Bettina Adams are now friends 9 years, 1 month ago
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Becca Sarratt replied to the topic Advisory Fee Benchmark in the forum Reporting 9 years, 2 months ago
I’m working with our Trends team to find out if those are filters that can be added and what it would take. I’ve also asked about your fee % question. I will follow up via email.
Regarding Ascent, I see you’re already invited to the Reporting trail. I did go ahead and send you an invite to the Reporting Expert trail as…[Read more]
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Jeff Kliewer replied to the topic CRM in the forum Integrations 9 years, 2 months ago
Orion integrates with Salesforce (both their standard platform and Financial Services Cloud), Redtail, Junxure, SmartOffice, and Wealthbox.
Each of these have varying degrees of integration based on whats possible with those platforms. Salesforce is the most comprehensive integration with significant data syncing, two-way syncing on key personal…[Read more]
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Becca Sarratt and
Eric Addison are now friends 9 years, 2 months ago
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Becca Sarratt and
Dan Ciurej are now friends 9 years, 2 months ago
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Becca Sarratt and
Matt Henry are now friends 9 years, 2 months ago -
Becca Sarratt and
Alexa Hansen are now friends 9 years, 2 months ago
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Becca Sarratt and
Hayden Byrd are now friends 9 years, 2 months ago
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Becca Sarratt and
Cody Norton are now friends 9 years, 3 months ago
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Jeff Kliewer replied to the topic Google (G) Suite and Orion in the forum Integrations 9 years, 3 months ago
I have not personally heard of anyone doing this yet. Google Drive/Docs do not currently integrate directly into your Reports App or our Cloud Storage features. Its something we have considered but not something we have seen a large enough demand for yet.
If someone has creatively connected Google to Orion I would be curious as well to know how…[Read more]
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Becca Sarratt and
Greg Elliott are now friends 9 years, 3 months ago -
Jeff Kliewer replied to the topic using the net worth on client portal in the forum Integrations 9 years, 3 months ago
Rob, we do have an integration with ByAll that allows your clients to link their held-away accounts to the Balance Sheet to get automatics balance updates for the Net Worth.
Additionally we integrate with Wealth Access in the Portal who provides a similar but even more robust balance sheet experience complete with transactional trends, custom…[Read more]
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Jeff Kliewer replied to the topic Orion Client Portal with Sharefile and with SalesForce in the forum Integrations 9 years, 3 months ago
We would also like to hear success stories around using your Cloud Storage effectively.
Craig – one thing we have discovered for the Sharefile integration to Salesforce that if you create a Client folder first in Salesforce through the Sharefile app for the Client/Household record, there is a special link that is created so that it follows that…[Read more]
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