Orion Integrations

Open Dental Software is a powerful, highly customizable, and affordable practice management software designed for practices of any size. Because it is Open Source, users maintain full control of their data. Third-party software interoperability adds added functionality to an already robust set of features. New features are released several times each year, and the software has an intuitive, easy-to-use interface for all staff. Optional eServices allow practices to text patients, manage their appointment book remotely, allow web scheduling and online payments by patients, and much more. A test conversion and 1-hour software demonstration are offered free of charge. Learn more at opendental.com.

SolarWinds®, Server & Application Monitor, (SAM), is designed to monitor and manage your applications and supporting infrastructure, no matter if they are running on-premises or in the cloud. Slow applications and downtime shouldn't impact your business services and end users. Find the root cause of any application problems across all layers of the IT stack. Automatedly discover the environment of your application and begin monitoring it, usually in less than an hour. No consultation or professional services required.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

Web Help Desk software offers simplicity and automation through its intuitive web interface and service portal. It streamlines help desk ticketing, IT asset management, and helps with support tickets. You can benefit from the built-in knowledge base, IT Change Control, SLA Alerting, Performance Reporting, Customer Surveys, and other features.

Software that allows you to quickly address software vulnerabilities with patch management software

RightCapital's platform turns complexity into clarity, with ease, precision and dynamism. Clear illustrations of multiple scenarios, stress testing, and more. Your clients will be grateful that you helped them turn their golf in the morning, beach all day dreams into reality. Show your clients how to save money by using a tax-efficient distribution plan. Explain withdrawal schedules and Roth converts in a language they will understand. Protect your clients from situations like disability or death. Assess their needs and determine the best ways to meet them. Use our unique student loans module to illustrate different repayment programs so that clients can reduce their payments. Help your clients or their kids reduce the burden of student loan debt. RightCapital provides the clarity, flexibility and support that you need to confidently create financial plans.

We combine design thinking with personal finance to show clients their complete financial picture with clarity. Asset-Map, a financial tech startup based in Philadelphia PA, is an award-winning financial tech startup. Asset-Map has over $1.4 trillion in financial instruments. Advisors can use their professional insight to visualize all the household's finances in an Asset-Map report. Interactive Target-Maps allow you to identify the most important financial priorities of a household and track their progress. Intuitively search for and filter entire advisory practices by keeping an eye on households that require attention in a way that is unique. Book a demo today to join the thousands of financial advisors who help their clients make better financial decisions.

Investors will make better decisions if financial advisors aren’t afraid to discuss risk. No more stereotyping investors based on age. It is time to act in the best interest of investors and prove that it quantitatively. No more stereotyping investors based on their age. It is time to act in the best interest of investors and prove that quantitatively. Risk Assessments are able to pinpoint the level of risk that an investor is willing to take. They eliminate all stereotypes that have made risk tolerance almost meaningless. The most scientific framework can be used to objectively determine an investor's Risk Number®, regardless of whether you are in the same room or around the globe. Portfolio analysis allows you to determine how much risk an investor is currently taking.

Integrating iTimekeep in any practice management system promotes better timekeeping behavior. It also allows for compliance at time entry, maximising firm revenue. No matter what billing software or time zone your firm uses, iTimekeep is the best mobile time tracking software for attorneys. Concurrent timekeeping software is proven to produce the most accurate records, minimize time leakage, create shorter billing cycles, fewer errors in billing, and faster payments. This means more revenue, faster. Your firm could lose thousands of dollars each day if it doesn't comply with client billing guidelines. iTimekeep allows violations to be corrected as soon as the timekeeper enters it. This prevents costly rejections or payment delays and preserves the client's relationship. iTimekeep makes it easy for timekeepers and clients to dictate or enter their time. Tasks can be completed from any device, at any time, at any time.

Envestnet MoneyGuide aims to make goal-based financial plan efficient and approachable. We offer easy-to-use tools for financial planning that allow advisors to customize their services according to the needs of their clients. MoneyGuidePro® is a financial planning tool designed with advisors in mind. It provides sophisticated solutions, smart assumptions and helps advisors navigate complex financial elements. MoneyGuideElite (sm) is a planning solution that allows advisors to visualize income distribution, tax planning strategies, lifetime protection strategies and the benefits and tradeoffs associated with annuities. We offer a variety of brochures, videos and questionnaires to help you communicate with your clients effectively and gather the information needed to create a plan. Our marketing storefront allows you to customize print documents with your logo and contact information.

Welcome to Co-Pilot. This is the next-generation platform for active wealth managers that offers multi-asset portfolio trading. Flyer provides a complete FIX solution that includes software, integrations and development kits, as well as support. Co-Pilot, a comprehensive investment platform, centralizes portfolio management and order management in one multi-asset application supported by Flyer Trading Network. Developers can quickly create their own trading platform using the Co-Pilot API. They can also connect with trading partners to create an accessible and easy-to-use experience for their users. Advanced order routing and allocation network that standardizes connectivity and workflows, making it easy to trade with brokers and custodians. Advanced trading tools are needed to optimize complex workflows that are inherent in managing large portfolios of mutual funds and equities. The number of possible portfolio combinations is limitless, as well as the possible allocation combinations.

Bring together multiple accounts into a cohesive plan. Pontera allows advisors monitor and trade 401 (k), 403 (b) and other held-away account to ensure that they are meeting the needs of their clients. Tax strategies can be optimized to increase client wealth. Pontera's platform allows advisors to allocate their clients' investment across taxable and deferred tax accounts more efficiently and quickly. More insight. Pontera allows advisors to show their clients a more comprehensive view of their portfolios. Pontera, combined with existing technology, allows advisors to provide a more streamlined portfolio view for their clients. As with custodial account, you can provide stability by rebalancing retirement accounts and monitoring them as needed. Improve client satisfaction through maintaining control in volatile markets, and improving long-term results.

SolarWinds can help you solve the most difficult and complex IT management problems. SolarWinds Virtualization Manager is powerful and scaleable. It provides vSphere performance recommendations, monitoring, and monitoring all in one platform. This solution includes a variety of features such as capacity planning, VM sprawl management, VM right-sizing and PerfStack Dashboard. It also offers chargeback automation, predictive recommendations, monitoring cloud infrastructure, and much more.