Salesforce Financial Service Cloud Integration

Orion Advisor Services Rolls Out Salesforce Financial Service Cloud Integration; Introduces New Billing and Payment Capabilities


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.

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