Salesforce

Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider for financial advisors, today announced it is extending the reach of Salesforce Financial Services Cloud with 12 new billing capabilities that will allow users to aggregate, schedule, pay and report seamlessly between the two platforms. Financial Services Cloud is generally available for purchase today, empowering advisors to build deeper, 1-to-1 client relationships, be more productive and engage more holistically with clients anywhere and on any device.

Financial industry leader Joel Bruckenstein and his event planning team are in the final stages of preparing for the third annual T3 Technology Conference for large RIAs and IBDs interested in learning about the latest and greatest enterprise solutions for their firms. The event will take place at the Bonaventure Resort and Spa in Weston, Florida (a short and lovely drive from the Ft. Lauderdale airport). The opening night reception and pre-conference events take place November 2, 2015. The conference runs November 3rd and 4th. The full conference agenda is available for viewing at http://www.t3enterpriseconference.com/agenda.

Designed to bring together company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

Salesforce, the Customer Success Platform and world's #1 CRM company, today introduced Salesforce Financial Services Cloud, transforming the client-advisor relationship for the digital age. With Salesforce Financial Services Cloud, the company’s first industry-specific product, Salesforce is empowering advisors to build deeper, 1-to-1 client relationships, be more productive, and engage more holistically with clients anywhere and on any device. Leveraging the new Salesforce Lightning Experience, an entirely new user experience which also launched today, Salesforce Financial Services Cloud is modern, intuitive and intelligent, bringing new levels of efficiency to advisors.

Four reasons to move to the cloud plus eight fast facts about Salesforce.com

More and more businesses are moving to the cloud, especially in the fields of customer relationship management, accounting, and HR.

XTRAC Available on Salesforce1 AppExchange, The World’s Leading Business Apps Marketplace

Client-facing employees in highly regulated companies around the world now have access to business processing services that were once the sole purview of their operations and technology teams. XTRAC® Solutions, the independently operated Fidelity Investments® company that provides workflow and document management services, has been integrated with the Salesforce1 Customer Platform to streamline day-to-day operations for highly regulated companies and arm employees with the information they need to better serve their clients.

goalgamiPro® and XLR8 applications deliver enhanced data capabilities to RIAs via the Salesforce AppExchange

WHAT: The Laser App 2013 conference brings 300 broker-dealer executives and software providers into a collaborative environment to focus on technology trends and integrations.

Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider, is delivering more robust performance reporting capabilities to its advisor clients through expanded integrations with Advisoryworld, a leading provider of customizable p