Please consider changing the time (or allowing us to pick the time) that the Orion unattended asset import runs. Currently it runs automatically at 3AM EST, which is before Orion has finished scrubbing our data. Orion's data recon deadline is 7AM. What is happening is incorrect data is getting pulled into AE, data that has not had a chance to be validated by Orion first. This is causing issues with account values in AE, notably one account that alerted me to this issue is showing a value of $7mm instead of $150k, due to a unit pricing error that Orion fixes prior to our recon deadline. There are probably a lot more I have not found, as this is a normal bond pricing issue. 

It would also be nice to be able to automatically have all new accounts marked as managed, or check them off as managed during record matching. Right now, we have to manually go into each new account and mark it as managed so it shows up in the AUM.

And lastly, the Orion ID is already a field in the record, which Advisor Engine uses to link to Orion and  automatically update addresses/emails in Orion when changes are made in the CRM. Why can't the accounts/assets just be linked automatically to the correct records? We should not need to manually assign each new account to the corresponding record.