Import RMD Data from Orion

Import RMD Data from Orion

We have our Orion integration set up, and our assets import daily into Junxure. It would be very helpful for RMD-tracking purposes if the RMD data that is already stored in Orion could flow into Junxure as well. Perhaps, having a section within the Assets section of a record, that shows the RMD amount for an account, and distributions taken YTD, with the ability to manually update the data if the client has outside accounts we want to include, etc.