Orion Advisor Services Reporting Integration by CDI
Orion Advisor Services Reporting Integration by CDI
CDI
The Orion Advisor Services Integration is used to archive Reports to a Laserfiche repository through a simple interface.
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The Orion Advisor Services Integration is used to archive Reports to a Laserfiche repository through a simple interface.
Description

The Orion Advisor Services Reporting integration supplies the ability to archive Orion Advisor Services Reports to Laserfiche based on date range and Household name. After providing both their Laserfiche and Orion credentials, users are able to configure settings specific to their document archiving needs.

The Directory Settings allows the user to configure dynamic folder structures based on Orion Advisor Services metadata tokens provided, and static text. This gives various options for archival organization.

The Template Settings allows for any Laserfiche Template to be assigned to archived Reports. The Field values can then be populated with Orion Advisor Services metadata upon document creation, making it easier to retrieve the Reports at a later date.

Features

Features of the Orion Advisor Services Integration Include:

  • Orion Advisor Services Report Archival based on date range and Household name
  • Optionally include all reports for all Households – or choose specific Households to import
  • Dynamic Template Field application
  • Directory configuration based on token values to include Orion Advisor Services metadata
  • File naming convention based on token values to include Orion Advisor Services metadata
Pricing

Orion Advisor Services Reporting integration with Laserfiche
Price: $1,000

Orion Advisor Services Reporting integration with Laserfiche Annual Maintenance
Price: $200

Contact
Categories
CRM
Industries
Financial Services
Platforms
More Info

Product Edition: V.1
Languages Supported: English
Required Laserfiche Products: Laserfiche 8.0 or higher.

CDI

CDI is a document management solutions provider specializing in creative solutions using Laserfiche. We’re proud to be partnered with Laserfiche since 2002. Our trusted solutions, built by CDI, have benefited hundreds of Laserfiche customers. The CDI suite of products is designed around expanding the functionality of ECM through more innovative integration.

 

Contact
Categories
CRM
Industries
Financial Services
Platforms
More Info

Product Edition: V.1
Languages Supported: English
Required Laserfiche Products: Laserfiche 8.0 or higher.