Matt Henry
-
Jeff Kliewer replied to the topic EMX Integration? in the forum Integrations 9 years, 4 months ago
David – we are having continuing discussions with eMoney about the potential of pulling their planning elements and reports into Orion for areas like Insight, Report Builder, and the Client Portal. Currently they do not have the technology to make this available in other platforms, but they are releasing an external API in 4th quarter of this…[Read more]
-
Jeff Kliewer started the topic New Feature Integration – Kwanti in the forum Integrations 9 years, 4 months ago
We are excited to announce a new integration with Kwanti (https://kwanti.com/).
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects.
With…[Read more] -
Jeff Kliewer started the topic New Feature Integration – Kwanti in the forum Integrations 9 years, 4 months ago
We are excited to announce a new integration with Kwanti (https://kwanti.com/).
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects.
With…[Read more] -
Jeff Kliewer started the topic New Feature Integration – Kwanti in the forum Integrations 9 years, 4 months ago
We are excited to announce a new integration with Kwanti (https://kwanti.com/).
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects.
With…[Read more] -
Jeff Kliewer and
Justin Eatherton are now friends 9 years, 4 months ago
-
Jeff Kliewer replied to the topic Box integration in the forum Integrations 9 years, 4 months ago
J.D. – Thank you as always for the tip. I have a development project in to review this.
We have been discussing enhancing each of our Cloud Storage connections since there have been numerous enhancements rolled out since we first introduced this functionality. We have identified several other additional Cloud Storage features that we want to…[Read more]
-
Lindsey Fischer joined the group
Billing 9 years, 4 months ago -
Lindsey Fischer changed their profile picture 9 years, 4 months ago
-
Lindsey Fischer changed their profile picture 9 years, 4 months ago
-
Becca Sarratt started the topic Webinar Wednesday! 6/7/2017 in the forum Reporting 9 years, 4 months ago
Join us today at 1:30 PM CST to get an in-depth overview of the Orion Report Builder tool and learn how you can use this application to create quality reports for your clients.
What are some of your favorite sub-reports in the Report Builder app?
-
Becca Sarratt started the topic Webinar Wednesday! 6/7/2017 in the forum Reporting 9 years, 4 months ago
Join us today to get an in-depth overview of the Orion Report Builder tool and learn how you can use this application to create quality reports for your clients.
What are some of your favorite sub-reports in the Report Builder app?
-
Becca Sarratt and
Andrew Temple are now friends 9 years, 4 months ago
-
Todd Bertucci voted up to the topic Report Batches by Becca Sarratt 9 years, 4 months ago
-
Todd Bertucci joined the group
Onboarding 9 years, 4 months ago -
Becca Sarratt and
Bob Schneeweis are now friends 9 years, 4 months ago
-
Becca Sarratt and
Tim Pagett are now friends 9 years, 4 months ago
-
Becca Sarratt and
Austin OKeefe are now friends 9 years, 4 months ago
-
Becca Sarratt and
Kathy Johnson are now friends 9 years, 4 months ago -
Becca Sarratt and
Nicole Broussard are now friends 9 years, 4 months ago
-
Becca Sarratt and
Jesse Bonde are now friends 9 years, 5 months ago
- Load More
