ben@rfgweb.com
Orion Connect and Redtail Data both need to flow to the Orion Planning Application. Right now either one source or the other can create a new plan in Orion Planning, and when it does, either Orion Connect managed accounts won't link to the plan if it is Redtail originated. or if you originate the plan from the Orion Connect feed, the household data OTHER than the primary household member doesn't flow over.
3
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Benjamin G Baldwin III, CFP®, ChFC, CeFT®
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