Hello everyone, and welcome to another special presentation between myself and our wonderful Orion companion, Austin, who's visiting us from the other side. But we are really happy to be back with you all. Thank you for those of you who attended last time, but Austin's going to continue our education about our ever expanding Orion integration and the value that it can bring to all of our users. So before we get started, we do just have a couple of little housekeeping things today. If you did have any questions, feel free to plug those into the QA and we'll get those silently answered as we are working through our instruction today. But that being said, I'm just super excited to welcome Austin back. He has actually gotten me all fired up about what I am calling my new mission in 2020. It's 2023, which is connecting your tech stack. So I'm going to get Austin in here to tell you exactly why that's so important and why at Orion, we're really trying to expand the definition of what building your tech stack actually looks like and means. So Austin, will you please take over here and walk us through the biggest problem that is kind of existing in the industry right now and one big pain point. Yes, thanks, Jackie. It's great to be back. The number one pain point for advisors in 2023 is a lack of integration, in fact, 53% quote lack of integration being their biggest technology pain point. Jackie, we've gone out and we've asked advisors what features are you looking for? What enhancements do you want to see within your technology stack? And the overwhelming answer is I don't need any more features. I just want it all to work together. I want to be able to share data seamlessly across platforms. Yeah, that's what Orion set out to do. We, we are committed to solving that pain point and creating a fully integrated experience for our advisors that is and I love that Orion is really taking control of that word because we throw integration and tech stack out kind of like buzzwords now in the industry. But recently Orion has really been asking like what does that mean? How do we actually get things connected? How do we make it so it works for the advisor versus against it? So I'm really excited. Thank you, Austin. I love that you share that statistic too, because it's scary that 53% identify this as a problem. Yeah. And Jack, you're kind of pulling back the curtain. Yeah, one of the. Reasons why integrations become more of a buzzword than actual functionality is because when two companies come to the table and want to build out an integrated experience between the two platforms, they all come. They both come to the table with their own set of agendas, typically the one that better suits their platform, with Orion acquiring companies like Redtail, Hidden Levers, Basis Code. We now control the entire narrative around the integrated experience. What's best for Redtail is also best for Orion, which is also best for hidden levers, which is also best for basis code. And we are all one Orion, we're all one company now. And so our development, our development teams can now work across teams to make sure that we are truly building A1 in a kind integrated experience for financial advisors in 2023. So Jackie, today I'd like to kind of highlight some of the areas that we've done so far. What changes have come to Redtail CRM that are benefit to those who also have a subscription with Orion Advisor Tech Awesome. And I know last time we took a look at our proposal tool. But I know this time, Austin, you planned on showing us even more features of what kind of feeds over from Orion, what we access we have in the CRM and how to even set up the integration, right? Yes, absolutely. That's exactly where I want to start. All right, we're going to begin integrating Red Till and Orion by heading up to our name in the top right hand corner. From there, we'll head down to our manager integrations menu and we're going to scroll on our list. Until we find the integration for Orion Advisor, the list is alphabetized, so you should find it right in the middle of your screen. Now, Austin, do you already have to have a preconnection set up in order to get access to that Orion Advisor square, or should it just be available to you? So the Orion Advisor Square will always be available. In fact, it may even already be turned on for you Now. One point of clarification is that you will need to have an active subscription to Orion Advisor in order to make the connections between the platforms Awesome. OK, perfect. So to make the connection, we're going to click on this cog wheel here to launch into our settings. By the way, if you'd like to understand more about what is integrated, you can always click on the support option here. And that will launch you into a helpdesk article that explains how the integration is set up and how it works. Let's go to our settings. When you click on your settings, you will be greeted with a box here that says Authorize connection to Orion Advisor. You're going to go ahead and click that box and then you're going to go ahead and enter in your Orion username and password and click connect. Once you hit connect, your retell account will be linked with your Orion Advisor Connect. Now Austin, I do have a question. It says enable two way sync with Orion advisor. Now when it says two way sync, does that mean that you should be able to change things in Redtail and in Orion and they should sync over or sending something different? Yeah that's a great question Jackie. So when this when this box here is checked we are enabling in two way sync between the contact data that exists within Orion and the contact data that exists within Redtail. Examples of this would be. Your head of household's first name, last name, date of birth, mailing address, phone number and e-mail address. How it works is whatever is the most recently updated piece of contact information, whether that be in Redtail or Orion, it will override the other one. Excellent. So we click the save here to enable the two async. Once the two way sync is enabled, now what we'll need to do is connect the Head of Household Record in Redtail with the Head of Household Record in Orion. So I will use my contact here Johnny today. Go ahead and launch his contact record. In order to connect Johnny we're going to head up to the integrations button here in the top right hand corner. Choose Orion Advisor from the drop down. And then utilizing the tax ID number that's on file, will be able to create a connection between Johnny's record and his household within Orion. And so I just hit select household here and that's going to go ahead and connect Johnny with his contact information in Orion. And so now if I were to get, let's say for example, update Johnny's home address here on the red cell contact record, that information would be updated within Orion. I will say Jackie, if you are having trouble finding the household when you click on Orion Advisor, yes, be sure to check that the Tax ID number is on file in Redtail. Also check within Orion to make sure the Tax ID number is updated there. And of course that those numbers match one another and those do not change, correct? That's not part of the two way sync. So if you accidentally adjust the social in Redtail, it wouldn't change the social in Orion. It's a prerequisite of needing to connect with households as well as. I don't know about you Jackie, but my tax ID numbers never changed before. So because that's that data point, we're not gonna have that part of the two way sync. Perfect. Okay. Awesome. So now that we have Johnny connected with his household in Orion. Let's talk about what that integration actually looks like. And for that, I'm actually going to slide into this database over here and I'm going to start on the Today page here within Redtail. And so when you have Orion and Redtail connected, you'll notice a new tab on your today page called Orion. What this is, is what we call an iframe. This is a window into Orion. In fact, Jackie, I remember. When we were meeting with the product teams to 1st show off this integration, the question was asked, well, are you in Orion or are you in Redtail? And the answer from the product team was yes. The idea here is that anything that you can do within Orion, you can do from this screen here, which of course is in Redtail CRM. And just to clarify, Austin, you get that dashboard by initiating the integration, right? Yes, entering your username and password makes this Orion tab available. That's awesome. And it's just at a glance there for you. Oh wow, yeah. So some of the things that you can do is you have what's called your your dashboard here that gives you data points about all of the portfolios within Orion on the left hand menu. Here you can go ahead and launch into other applications like for example our Eclipse trading platform or Orion Planning or our financial planning tool. Our Orion Risk Intelligence tool, you can take a look at your billing, your reporting trends is a business intelligence tool that gives you sort of metadata about all of the portfolios and households that you have being aggregated within Orion. And so again anything that we can do within Orion, we can do from this screen here. So I don't want to say this is a supplement for having to go into Orion Austin, but. Would you say that this is a pretty good kind of glance, so that way you don't have to go in and out of each system every time you need to get a little piece of information? Yeah, Jackie. So when we talk with advisors, it's not uncommon for an advisor to have to have, you know, 789 tabs open on their screen to kind of get the holistic picture of what's going on with their households. We want to simplify that. We want to eliminate what we call the swivel chair advisors of having to jump between screens to get that full picture. And So what we've done is we've took an Orion and baked it into this Redtail CRM because that's what we found is where advisors are starting most of their day. We want you to be able to log into Redtail CRM in the morning, stay there for your entire day and get all of the data and information that you would need that is. So that's really thoughtful. I didn't realize that they kind of, I don't want to say like. Mapped out the process by taking the average of what every advisor is doing when they start their day. But that's very considerate. I never would have thought of that. Yeah, definitely. And I want to just speak specifically, if there's any Redtail users on the call that are not currently Orion customers, I would highly encourage you to go to orion.com and request a demo. So that way we can demo for you some of the capabilities that exist within this Orion Connect platform. For those of you that already have Orion, the screen should look fairly familiar to you. In fact, let's take you to another screen here that I think will also be familiar to our Orion customers and that is the portfolio view. So for that, I'm going to go ahead and actually go to a contact record here in Redtail. I'll use the shepherds as an example today. And if I wanted to take a look at the portfolio view for Alan Luis, I would just head over to the accounts tab here on the left hand side. And we'll notice there's a tab here called Orion Portfolio. Here I'm able to take a look at all of the managed accounts for the shepherds. I can either look at them holistically by looking at all four here, or I can dive down into a specific account. Notice as I choose a specific account, the data points reflected are going to automatically adjust. Additionally, I can go ahead and adjust my time horizon as well. So for example here if I wanted to see what this count looks like since inception, I can click on this lightning bolt to go ahead and Fast forward or sorry, I guess rewind to when the account was first opened or let's say for example, I wanted to see how this account has performed since the beginning of 2018. I can go ahead and set my date here. And of course any data points that we see here within portfolio view are going to be automatically adjusted. Some tabs that are available, we have our allocation, it just goes ahead and gives us a look at how that account is allocated. We could take a look at activity. This will allow for you to see things like money in, money out, how has the portfolio performed over time, your transactions for that specific account. Looking at items like performance and gain and loss, now continuing the trend of integration, Jackie, some additional pieces that we're going to pull in is the Orion planning tool. So being able to take a look at the financial plan that we have in place for Ellen, Louise, seeing how that plan is on pace, taking a look at the goals that are specific to the shepherds and of course any action steps that we've agreed upon. Here I can see that we have some actions for Alan Luis and also some actions for myself to be able to go ahead and complete. And then of course if we want to see this plan in more detail, we can click on this open Orion planning and go ahead and view that client record within planning some other integrated technology. You can also go to this trading tab here. And you can place trades for the specific account here for the shepherd. So for example, if we need to do any buying or selling or rebalancing, maybe we want to create what are called sleeves within Orion. We can do all that from the screen right here. Set our trade preferences, review orders, see an audit history of all of the trades that have been made for this specific account. It's all available to us right here from the portfolio view. Wow. I mean, you didn't even leave Redtail. Didn't, I'm still on the same screen, one more integrated piece of technology. Jackie is going to be our risk intelligence tool. In fact, I don't think the Shepherds are set up on that yet. So let me jump to another contact record here. I'm going to use my friend Ted here and we can take a look at the risk intelligence tool and how that integrates in here to the portfolio view within the contact record in Redtail. So if I go to Ted here and I choose a specific account that I want to look at. I can click on this Risk Intelligence tab here and because Ted has gone through and completed our risk tolerance questionnaire, I can go ahead and see some insights here about this specific account. Things like expected five year return, potential one year downside performance history. All of this information pulls in for Morel Ryan Risk Technology. One of my favorite features of the Orion Risk platform has got to be our stress test tool. Our stress test tool allows for us to be able to facilitate conversations with our clients about certain events that are happening or have happened before and see how those might affect their portfolio performance. So for example, here in our scenarios library we have a whole library of different events that have happened or may happen. And we have a team here at Orion of investment experts that can see an attempt to project how that scenario might affect a client's portfolio. So for example, Jackie, let's say that Ted came to you and and said that his grandson was telling him that A, I was going to take over the world and and Ted was worried about how that's going to affect his, his retirement accountant. So here we have a. Scenario for artificial intelligence. We can choose whether we think that this is going to be a good thing or a bad thing or maybe somewhere in between. In this case, since Ted's word, I'm going to choose a bad scenario and and we can take a look here at the portfolio and we can say okay Ted. Well at worst case scenario based off of the projections of our investment team. We have. We would project that your portfolio could perform a a -, 18%. Now if we wanted to get more into the details about what that scenario actually consists of, we do have a full description here. So we would project, let's say for example, if the SNP were to fall 20%, that's how Ted's IRA would perform. Wow. Additionally, there's also a video library as well. So if you wanted to again see a video or read an article about how our team came to those assumptions, those are all available to you within the Orion Risk Intelligence tool. And you really haven't left the CRM still here. That's crazy. I I mean, Austin, I know the technology's been available for a minute at this point, but even just going through trainings with contacts that I know. I don't think any of them even know that this is the capability of the integration. This is so cool. Yeah, definitely. And then Jackie, while we're here just to kind of round things out, this editor tab, this is where we find the contact data that's part of that two way sync. So for example here let's say that I were to change this address here for Ted. I go ahead and update my data points and then of course if the two way sync is enabled, that data point that I enter here into the address field will match up. With the address here on the contact card within Redtail, my gosh, that's so easy to change. And then it all just connects. Now you said it's the household address, correct? So would it change on the spouse's record too if they were also connected? Well, Jackie, that's been the great debate here at Orion Redtail. So for our Redtail users on the phone, you guys know that. In Redtail, we treat everybody as an individual contact record. We do that for a variety of reasons, mostly for if a client were to pass away or separate for whatever reason, you don't necessarily left with the admin challenge of having to separate out those two contact records. But at Orion, we do everything at a household level. So eventually one of these sides is going to win and and our integration will reflect whatever side that ends up going to. But for now, let's talk about some of the workarounds that are available in the meantime. So as I slide back here, one of the strategies that I've seen some Orion Redtail users use is combining the one record into two. Now again, this does create the logistical challenges that we mentioned previously. But here in this situation, I would just have one contact record for both Allen and Louise. Additionally, what you can also do is just link the head of household record and again whenever you need to access that Orion portfolio of you just be sure that you're on the head of household record and the Orion portfolio will be available. So I know it's not a perfect solution, but it does help to again. Get a lot of this really good data points into Redtail so that way again we're we're on this mission Jackie to make sure that everything's in one screen that we can log into Redtail at the beginning of the day and stay there. Yeah and with the tools allow allotted already I should say it definitely seems possible that it could become a hub and. Like you said, Austin, I'm excited to see kind of what direction we go in. I love hearing the feedback from our users, especially to make that big decision of, you know, I don't want to say like who should battle? Like we should battle it out, like who's going to win? But whatever is ultimately best for our users is what matters the most. Absolutely. Well, Jackie, I kind of want to move in a direction now that I think really shows off how far we can really take. This this what we call integration and I think that is best embodied by our proposal tool that exists within Redtail today. And so if it's OK with you, I'd like to kind of take us through what that proposal tool looks like next. Oh, absolutely. And I think it's a good review as well for anyone who didn't get a chance to tune in last week. But the proposal tool itself is just a it is so cool. I'm not. I'll just let you go. Sorry, Austin. I'm excited. Oh good. So. Jackie, just back to the slide deck here. This kind of speaks to Orion's the vision as to what we're looking to build as a company. And So what we want to be able to do is to be able to use Redtail CRM and the capabilities within it to to prospect to help our advisors plan and help clients identify what their goals would be, then of course invest them appropriately to ultimately to help them achieve. Their clients goals and and grow their business and so if when I think about the fiduciary flywheel I think that this proposal tool truly has it all. It's going to allow for you to go all the way from hello my name is to let's get your account open at the custodian and and and you straight through processing and even an an integrated E signature process to get that account open and funded and get portfolios allocated the way that they should be. So let me take you through how we actually get to that point and we'll even take a look at an example of a proposal output that this tool can generate. So sliding back over into Redtail CRM, we can find the proposal tool right on the homepage of the contact record. So Alan, Luis are a prospect or even an existing client and I'd like to make a proposal to allocate their portfolio differently than it is today. I can click on this proposals tab here. Then I can either choose to edit an existing proposal that we have in process or click on this new proposal button to start a new one and step number one of the proposal tool. What we're going to see is data is going to be imported from the Contact record within Redtail CRM. So from this screen here you're able to see things like first name, last name and e-mail address. But on the back end, we're also going to pull additional data like e-mail address, phone number, mailing address, tax ID number, date of birth and all this information is going to be able to prepopulate when we actually go ahead and get that account set up at the custodian. So in this case here, let's go ahead and actually we're going to do a two person proposal, go ahead and add the lease here as well. All right, perfect. Now that we've got our contact data imported, let's go ahead to the next step. Which is where we're going to pull in data points from Orion planning, that is Orion's native financial planning software. And so in this situation here, we have a variety of goals that we can go ahead and pull in for the shepherds. We can have them take a look at their risk profile, or maybe they come to the table with something more specific, like they want to help save for their child's education. We can go ahead and click on the education button here. And we can go ahead and put in their current ages, the state in which they file taxes, their annual salaries, how much money do they spend each month, and then their child's information. Tommy's going to go to school at 17, no. And he's going to go to a public and state school and they have not started saving yet. So what we've done here is we've identified a goal for shepherds here, and so we can actually now open an account that's going to help them reach that goal in step #3 here. We can also pull in data points from Orion Planning as well. So within Orion planning, Jackie, you have the ability to aggregate outside accounts. So let's say for example that Alan had a checking account at Bank of America and Louise has a invested investment account at Merrill Lynch. We'd be able to aggregate that information into here and. Put that into the proposal. Now of course Alan, Louise are not real and Jackie, I didn't feel like aggregating my own bank account in there today. So we'll just go ahead and skip past this here. But just keep in mind that again if you have your clients accounts aggregated into planning, you can add those as part of the proposal here. Next up, we're going to take Alan, Louise through a questionnaire. This is just to basically get an idea of how Alan and Louise respond to risk. If you'd like to, you can of course e-mail this out to them ahead of time or you can go ahead and have them click through a quick questionnaire here when you get a chance. So questions are what is your primary objective? How long do you expect to be in the market? This question here is a little bit of behavioral finance. It has them pick between a high value and a low value. So in portfolio B, you know the portfolio could grow to 150,000, but it's only going. It has a downside of maybe going all the way down to 65. So choose which portfolio you'd be comfortable with. What level of risk would you say that you are? How long are you prepared to wait for your account to return after a down market? How secure is your income? And then how can you handle financial emergencies? So again, this just goes ahead and is just seven quick questions and it gives you an idea as to the profile of risk for that particular client or prospect. Now if you are an advisor and maybe you have another risk tolerance questionnaire or maybe you just through conversations have a general idea as to where Alan Louise would be from a risk standpoint and don't necessarily want to have them fill out a survey. You can come up here to the top as well and you can superimpose a score. So for example, based off what I know about Alan, Louise, I'm going to actually say that there are 65, not that 87 that they that they think they are. And so once we've identified a target risk score, now we can go ahead and set up a portfolio that helps meet that risk as well as that goal. And so here I'm going to go ahead and add an additional account. I'll go ahead and choose from the drop down of custodians that are on platform. So for example, as an advisor, let's say that I use Schwab as my custodian, I can go ahead and then choose from the available account types that are available at Schwab. So for example, in order to help read this meet this education goal, I'm going to go ahead and open up an individual account for Allen Louise. Registration owner, I can go ahead and choose who's going to be the owner. I believe there also is an option for joint accounts as well. So here again, if we want to have it in both of their names, we can launch that as an available option. We'll go ahead and put in the investable amount and then of course, it's already filling out our goal here. That this account, this joint account here that we're opening is going to be specifically for Tommy's education and that's really good in the proposal. So that way your client knows specifically why you're opening the account and allocating it the way that you are. It meets both the risk objectives as well as their investor goals. If we need to, we can go ahead and set up some trading preferences. So let's say for example, Alan, Louise had a legacy position that they didn't want to sell out of. We can go ahead and set those preferences here if we need to. And then lastly, we can also go ahead and set up our total fees. So this actually pulls from whatever fee structures that you have set up within Orion. So whatever is available in that billing module, that's what's going to be available here on the. Drop down menu. Next we'll go ahead and set our allocation. So here we know that we know that Al and Louise are about a 65 as far as their risk profile goes. If I want to, I can go ahead and add in a model that meets that risk profile or if I'd like to save myself some time, I could also. Be able to add those models from either the Orion Eclipse platform, that's our trading tool or also our Communities platform which is our library of professional investment managers and use some of the models that they've created. So for example, here I'll go ahead and filter my risk scores to get something within the growth range. And looks like we have a portfolio here from BlackRock that's going to get us pretty close to that target risk score. And so I can go ahead and choose that one. I could also choose multiple if I'd like and actually blend those two models together. So I'll choose this tactical and this ETF 6040 and we'll go ahead and add both of those models. From there, we can go ahead and set our allocation. So let's say I wanted to split the money 5050 between the two models, I can go ahead and split those up. If I'd like to see a little bit more about these specific models, I can click on this icon here to download a fact sheet. Additionally, Orion will actually create a customized down or blended fact sheet that looks at how this portfolio would look like because we're blending the two models. From there, we're actually going to pull in some of the data from Orion risk taking a look at those upsides and downsides just like we did when we were on the portfolio of you. In addition to that, we can go ahead and come up here to compare to existing. This is where we can actually pick an account that Alan, Louise already have on our platform and compare it to this joint account that we'd be opening for them. And so it gives you and your client a side by side comparison. As to what their existing allocation looks like versus the one that you're proposing, you could also look at that from a risk perspective or again here's the stress testing that we talked about. So how would their existing account perform in comparison to what we would propose had the S&P drop 10% or or 20% or even gone up 10% or 20%? So now that we've go ahead and we've gone ahead and made our allocations, we know what we want to go ahead and and allocate the portfolio like. Now we can go ahead and generate a PDF that we can present to Alan Luis. So in step number six here, we'll go ahead and generate that proposal. And so here I have the option to select a template. You can either create your own templates or use one of the standard ones that come available within the proposals tool. And then based off whatever template you select, that is going to determine what elements are available within that proposal. So here are all the elements. Notice that some of them are locked. That means that they are a required element of the proposal that you're going to be sending out. But if I want to rearrange items, maybe I want to pull some items out or add in some additional items. I can go ahead and customize the portfolio so that way it includes the data and analytics that I want to present to Alan Luis. And then once you're done, Jackie, you can go ahead and either e-mail that out to Alan Luis or you can go ahead and download it to go ahead and display on your screen or print it out for your upcoming meeting. Now, it usually takes about 60 to 90 seconds to generate, so rather than waiting that long, I'll just go ahead and pull open this proposal that I already had loaded from from before. This is an example of a proposal that includes all of the elements that are available within the proposal tool. So as you can see here, we have about a 31 page report and you can go ahead and pull that down to your liking. If you want a more simple proposal, but notice that it is addressed to them, we can even also import your logo. So your client's not going Who's Orion? We'll have your logo here, your name. You can even customize things like fonts to be able to kind of really match it with your style as an advisor. And so, taking a look at some of those elements, we can include a customized welcome message. A little bit of biography information about the advisor. This is some commentary about market cycles. Here's a look at their current financial picture. If you remember in step #3, I talked about how we can aggregate in outside accounts to again show them a side by side of what their investments look like now versus what you're proposing. And so again, this is looking at those different accounts that they're having aggregated in to Orion planning. Here's a look at those goals that we went ahead and filled out, a look at that risk assessment that we went ahead and completed, more information about the goals. And then here we can get into the details about the investment strategy recommendation. So taking a look at things like holdings and sector allocation risk versus return performance details. This is again for those clients that really want to get into the details and understand. Why you're making the recommendation that you are and so we'll include a look, a link to this example within the options within on 24. Feel free to download it and look through it at your own time. But for now, Jackie, let's go ahead and finish off this proposal by actually getting that account open. So great news, Jackie Allen Luis, they saw the proposal, they loved it and they want to go ahead and move forward and so. And again, if we need to, we can step away from the screen at anytime and jump back in just by going to the contact record in Redtail. But in steps number 789, this is where we're actually going to go ahead and get that account set up to be opened up at the custodian. And so in set #7, we'll go ahead and set up the ownership information. So here, for example, when we click on owner details, you'll notice here, Jackie, that a lot of this information has already been prepopulated. Well if you remember back in step number one, this information is being imported in from Redtail CRM. So I'm not having to enter in that social again or that phone number or that home address. It's already available and all the information that you add here under the owner details is going to automatically flow into the forms library custodian and pre populate that new account opening application. Now, we don't have necessarily all the data points connected at this point. So there are going to be some information about things like citizenship and employment that you're going to go ahead and enter in manually. But again, the more time that you spend here, the less time that you have to actually spend typing that into those blue boxes in the account opening application. In step #8, this is where we can go ahead and set up a transfer information. So I can go ahead and set up this account to be able to transfer money in or out or sorry money out of wherever that money is now and into that account. So for example if I want to set up a one time bank transfer, I can do that, I can set up the details for an A cat or a non a cat transfer and I can even go as far setting up a systematic withdrawal for funding the account. So again, more details that you enter in here, the less you got to put into that application until all of this cumulates, Jackie, on step #9 where we're able to actually take the data that we've been entering in here for the proposal all along and it's going to prefill the application at the custodian. I think I probably said that seven Times Now, but here we go. We hit the review paperwork and what Redtail's going to do here is it's going to go ahead and. Populate all that information into the custodian forms and I'm going to go ahead and just be able to either print that out and complete for wet signature or we also have the ability to integrate this into the E sign process at the custodian. So for example, if you have an E signature platform with Schwab, we can go ahead and connect that. So that way you can send out this new account form for electronic signature. So, Jackie, I believe that what we see here today with the proposal tool is really where we're headed with what we call integration, a true integration that is where we're bringing across multiple different platforms into one user experience, along one screen, no more single sign ONS and we're having to call data back and forth. Let's put it all into one cohesive ecosystem and allow for us to do our jobs from one platform. Absolutely, awesome. So one of the ways that Orion is attempting to empower advisors to do that is with what we call our Orion Stacks program. So I talked a lot about some of the technologies that are available, one way to kind of get access to all of this even if you are an existing Orion users. Is to take a look at the Orion stacks program, it's going to give you that portfolio view that contact Data Sync, that proposal, a new account tool as well as some additional technology. So Jackie as as a way to kind of wrap things up, if you're excited about the idea of A1 cohesive ecosystem for integration and and all of your advisory technology, I'd highly encourage you to check out what we have to offer with Orion Advantage stack it has. Everything that Orion has to offer all into one bundled solution. You can e-mail us at stacks at orion.com to find out more about what everything, what everything is encompassed within an Orion Advantage stack as well as pricing information. Absolutely. I mean, I can just see that the possibilities are really endless with this. I mean, from a trainer perspective, who's in and out of the system every day. I can absolutely see the excitement that could come from clients with they're using their opportunities tool or using Redtail, the prospects at all. This is a great tool to incorporate into that and it makes it so seamless. So that's just one possibility though I cannot wait to see what other opportunities we have with the technologies melding together. But thank you so much Austin for once again sharing your time with us, coming back and visiting your favorite 4 legged friends over here at Redtail. But thank you all again for joining us. Like Austin said, if you do have any questions, please feel free to reach out specifically about Stacks to Stacks at orion.com. And if you had any questions about the Redtail side of things, we are more than happy to sit down and have a one-on-one training with anyone who is curious or answer your questions by just contacting support@redtailtechnology.com. Thank you all so much again for joining us and thank you Austin. We'll see you next time.