Integrate Orion Connect with your Salesforce to amplify your reporting and client service needs.
A few of the many benefits your firm can experience with Orion Connect in Salesforce include:
- Orion empowers integrations for over 2,800 advisor level users of Salesforce—our integration is dependable and widely-used.
- We automatically send up-to-date financial account information to Salesforce—no manual syncing required!
- All changes are archived and recorded so you can maintain full compliance and maintain strict data oversight.
- Take immediate action with customized quick links to go from a Salesforce client record directly to the corresponding client in an Orion Connect app
- The entire Orion reporting solution is integrated into your Salesforce org so you never have to switch apps to complete your billing, reporting, and trading needs.
Orion and Salesforce utilize a two-way sync so your data is accurate in both apps, all the time. When a change is made in one system, it’s updated and reflected in the other.
Maintain portfolio data, open new accounts, and see all your portfolio data down to the individual transactions inside Salesforce.
Utilize single-sign on, one-click technology to use quick links in Salesforce to open the appropriate client and action in Orion Connect.
Choose your Salesforce Product
Salesforce App Exchange – Orion Connect for Financial Services Cloud
