Michelle Pachunka

@greg-skidmorebelpointe-com To prevent accounts from being pulled into Trends, they can be flagged as “demo” accounts. This is the only way to prevent them from being included altogether. You can mark them as unmanaged to keep them off all of the dashboards except for the Home dashboard. By unmanaging them, they will also be excluded from…[Read more]

@greg-skidmorebelpointe-com
When Orion reconciles accounts historically, we are reconciling to the live downloading account’s starting value and essentially reconciling the historical account backward down to a zero value. Due to the nature of how the reconciliation works, we cannot zero out accounts until they are fully reconciled, and it must be…[Read more]

@toddcaliberwealthmanagement-com and @mconroyargentwm-com – I’m glad to hear you like the direction Insight is moving in and thank you both for the suggestions. We’re always looking for ways to improve our apps and I’ll be passing these suggestions along for potential future development. Thanks again!

@ericselkirkwealth-com There are two different solutions to consider relating to the new account process issue you noted:

1. Your team could create the account ahead of time in the New Account Center prior to the custodian sending data to Orion. As long as the account number used matches up to what the custodian sends, Orion can match up that…[Read more]