Did you know Telemet Orion offers integration with Advent AXYS and APX, as well as Charles Schwab’s Portfolio Center, allowing users to view portfolios directly though custom pages, multi-style attribution, and other portfolio analytics windows?
Telemet Orion v8 can import portfolio data from any portfolio management, order management, or trust accounting system that can export to standard text based files. Please note that, assuming your exported portfolio files will be consistently saved with the same formatting, the setup process will only need to be followed once. Once the Data Storage Descriptor is successfully created and the exported Portfolio Account files are identified, the Portfolio Accounts can be selected within Orion as needed.
Please contact Telemet America Client Services at 800-368-2078 or support@taquote.com for instructions.
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