CRM – Orion Social

Feb 22

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PractiFi

PractiFi’s platform combines clients’ financial goals, risk profile, cash flow, assets, debt and insurances into a single, unified view, while offering integrations with a wide variety of partners to help advisors strengthen their business ecosystems. By joining forces with PractiFi, advisors can view all of their Orion Accounts and Holding information from within the PractiFi client record and summarize account performance instantly in the Insights Dashboard.

Orion integrates with PractiFi via our Salesforce App to provide the same great features within Practifi. The combination provides data syncing, household and account data on Practifi records, along imbedded Insight tiles and deep, contextual links.

practifi.com

Practifi on the Salesforce AppExchange

Aug 25

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Orchestrate (Process Composer)

By Jeff Kliewer | | No Comments

Orchestrate is a Salesforce Partner company started in 2011 as a spin-off from a multi-billion dollar Registered Investment Advisory firm located in Des Moines, Iowa. Their mission is to enable best of breed operations for every financial services firm. They provide applications, services and support to financial services companies on the Salesforce platform. Their award winning application ProcessComposer® is the most popular and fastest growing workflow automation tool on Salesforce’s AppExchange. They offer additional applications, provide Professional Services and Custom Application Development branded as Virtuoso™ and Salesforce support services under the Maestro™ banner.

ProcessComposer™ is a smart engine made to compose and execute even the most complex processes. Create consistency in your delivery. This robust tool overcomes many of the limitations and frustrations of the native Salesforce.com Workflow engine and Action Plans.

Orion integrates with ProcessComposer™ through the Orion integration into Salesforce – further enhancing that integration. Additionally, a Self Service feature in the Client Portal can connect to this process to allow clients to initiate requests for Advisors to track and complete.

www.orchestratellc.com

Dec 12

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SmartOffice

By Jeff Kliewer | | No Comments

Ebix’s SmartOffice helps you achieve your goals by addressing your immediate needs and giving you the flexibility to add features as you grow your business. As one of the industry’s most proven solutions, SmartOffice is a flexible, robust platform that delivers tangible business benefits. SmartOffice is the only web-based solution on the market designed from the ground up to help financial services professionals deliver excellent client service, create trusted relationships and generate more revenue.

Dec 05

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Junxure

By Jeff Kliewer | | No Comments

Junxure is a cloud-based CRM solution designed by advisors for advisors. With householded client and financial information, efficient workflow automation tools, comprehensive reporting, and document management features, Junxure provides advisors with a robust platform for managing client relationships.

The Junxure integration syncs Household and Account information with Orion, through an automated nightly sync. The integration also provides contextual reports and links from Junxure to Orion, adding efficiency and access back to Orion at the click of a button.

Junxure Website

Sep 17

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Wealthbox

By Ryan Cohagan | | No Comments

Wealthbox® is a web-and-mobile CRM application for financial professionals.

Effortless – Wealthbox is easy to use. Signup-and-go-simplicity. No training required.
Collaborative – Wealthbox allows you to share CRM activity with your staff to stay in the loop and get work done.
Social – Monitor coworker activity internally and client updates externally on social networks like Twitter.
Modern – Clean design. Intuitive workflows. Slick interaction. Social architecture.
Affordable – Just $35 per month, per user. No minimum users. Pay as you go. Cancel anytime.

Wealthbox integrates with the Orion platform by bringing in account-level data as well as providing SSO launch points back into Orion.

To see a demonstration of the integration between Orion and Wealthbox, check out the webinar.

Sep 14

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Salesforce

By Jeff Kliewer | | No Comments

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

Salesforce App Exchange – Orion Connect

Sep 13

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Advisors Assistant

By Jeff Kliewer | | No Comments

Advisors Assistant is a comprehensive Contact Management System that helps you keep in touch with your clients to keep them from straying to other advisors. It also helps you organize your office, work more efficiently, and increase sales.

You know how important client contact is, and so do we. We’ve designed a system that will help you track as much information as you need about your clients and prospects, and then use that information to find targeted lists of people for marketing campaigns. Plus, Advisors Assistant links directly with Microsoft Word and Outlook to help you quickly and easily get marketing mailings and emails out to your clients and prospects.

Advisors Assistant pulls basic account information and balances through Orion’s web services to add efficiency through having your data all in one place.

advisorsassistant.com

Mar 28

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Redtail

By Jeff Kliewer | | No Comments

Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

In addition to accessing Orion Connect directly with the platform, Redtail also integrates with Orion household and account data, keeping balances up to date. New accounts are pulled in automatically each day. Redtail also features several key Orion features within the platform including Insight, the Eclipse Trading widget, Orion Reports, and a new ability to send a new Contact directly into Orion’s New Account Center, so you can easily create that new household in Orion and then launch the forms for the client using Quik! or LaserApp. This integration focuses on adding efficiencies, accessing your data where you need it, and bringing Orion functionality within Redtail for ease of use when you are interacting with your client records.

redtailtechnology.com