eMoney

eMoney

The integration points within eMoney consist of basic Household and Account information from Orion alongside performance and positional data. Within eMoney, you will have access to contextual links to run Orion Reports as well as access to Orion statements and documents. 

Reps will need to enter their Orion credentials in eMoney to create the sync from their platform to Orion. The account sync (accounts marked as active with value) is based on your Orion login profile.

Should you have additional questions, please reach out to eMoney via their support team: https://www.emoneyadvisor.com/Contact.