Orion "Managed Account" field to pull into Junxure.

Orion "Managed Account" field to pull into Junxure.

The Orion data feature my firm uses the most in Junxure, is the ability to see AUM vs. Total assets per household, along with other data that is located in Junxure. This only works if the Managed Account asset field is correct in Junxure, but it doesn't pull from Orion so it has to be coded manually. It would be incredible if this and all other matching fields would pull in with the import.