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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