Oct '24 • General discussion
Planning software - Orion vs. eMoney
We currently use eMoney, but are looking at adding the Orion stack to our Redtail. Does anyone have experience with Orion's planning software? Does it allow you to create life insurance illustrations?
3
3 comments
Planning software - Orion vs. eMoney
skool.com/ria-os
Welcome!
👨👨👧👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Leaderboard (30-day)
1
+4
2
+4
3
+4
4
+3
5
+3
Powered by