September Release

Salesforce and Orion Household integration
Salesforce household
Orion household

Household personal account automation to eliminate duplicate entry and increase data quali
Salesforce

We made some updates to the Quick Household component that we rolled out last month based on feedback we received from users. Specifically:

  •   We added Referrer and CDM fields to the Household section
  •   We added Employed Since, Worksite and Referral to the Primary and Secondary Member sections

Object and field renaming based on client management feedback

In an effort to reduce confusion, we’ve renamed the “Referred By (Open Text) field to “Account Source Detail”. This change impacted the field label only and did not modify any of the data stored within this field.


Orion aggregated client reporting and system training rollout plan and training materials
Householding Training Document
Orion training videos on Merit SharePoint site

Developed approach and technology underpinnings to provide Orion reporting to RIA partners
Example of a report with RIA specific branding
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October Release