Orion Advisor Tech Announces Updates to Connect Integration on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
Orion Advisor Technology (Orion), the premier provider of financial advisor technology and investment solutions, today announced it has updated the Orion Connect integration on Salesforce AppExchange, enabling advisors to work more efficiently through a more flexible and customizable data sync. The upgrade offers advisors increased options for data mapping, faster delta syncs, and supportive error message prompting-so they can access their data how they want, and more quickly.
Built on the Salesforce Platform, Orion is currently available on AppExchange at: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000ErBRTUA3
About the Orion Connect for Financial Services Cloud
Though the FinTech marketplace is flooded with new players providing niche solutions for advisor firms, Orion has delivered a technology experience that pushes the limits of success for more than 20 years. Enhancing the connection between its portfolio management suite and Salesforce can help drive efficiency and add value, enabling firms to better map, locate, and sync data in the way that is most intuitive for their business:
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"We developed these enhancements to maximize the advisor's use of the most vital components of their work: their portfolio management technology and their CRM," said Jeff Kliewer, Integration Product Manager at Orion. "Anything that pulls your attention away from your data or makes you wait, will cost you opportunities to grow your practice. An ad-hoc data sync, flexible field mapping, and self-directed troubleshooting options all put more power in the hands of the advisor to make the most of their time."
About Salesforce AppExchange
Salesforce AppExchange, the world's leading enterprise cloud marketplace, empowers companies to sell, service, market and engage in entirely new ways. With more than 5,000 solutions, 7 million customer installs and 90,000 peer reviews, it is the most comprehensive source of cloud, mobile, social, IoT, analytics and artificial intelligence technologies for businesses.
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About Orion Advisor Tech
Orion Advisor Technology, LLC, exists to help fiduciary minded advisors realize their unique vision for success. Our innovative technology includes client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring, all aimed at empowering advisors to improve their firm's productivity, strengthen client relationships, and disrupt traditional ways of thinking. With more than $1 trillion in AUA and 3.3 million accounts on our platform, we have the experience and expertise necessary to help advisors grow and win more than their fair share. For more information, visit www.orion.com.