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

Submitted by Technology Tools for Today on March 8th, 2016


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.

Orion’s full portfolio accounting system is accessible through the Financial Services Cloud, syncing household and financial account data, contextual links to access Orion reports and screen shares from the Salesforce user interface. Integration features incorporate a two-way synchronization method to report performance data, cost basis and cash balances. Users can view these functions through a single sign-on feature to streamline accessibility. 

“At Orion, everything we do is driven by our belief that when you’ve met one advisor, you’ve met one advisor—each one is unique in their approach and challenges,” said CEO of Orion, Eric Clarke. “Orion and Salesforce have worked together to listen to the specific needs of these advisors, and have developed solutions that streamline account management processes through a personalized approach. We’re proud to be a trusted partner and continue to welcome new advancements that enable us to put the advisor first.”

Orion Connect, the underlying application that supports the integration, has been a part of the Salesforce AppExchange for three years and is currently serving 200 firms and more than 2,400 individual accounts. This integration is one of a dozen others that have been launched through the latest Orion Connect update, with features that include expanded billing capabilities and asset level synchronization.

"The future is here, and it's advice, not administrative tasks. Salesforce is transforming the advisor-client relationship for the digital age," said Simon Mulcahy, GM of Financial Services, Salesforce.  “Orion is supporting Salesforce in its mission to deliver a new era through proactive, personalized and goal-based collaborative advice.”

Orion Connect is available through the Salesforce AppExchange. To learn more, visit www.orionadvisor.com/integrations.

For media inquiries, contact orion@ficommpartners.com.

Additional Resources

About Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is transforming the client-advisor relationship by empowering advisors to build deeper, 1-to-1 relationships with clients; enabling advisors to spend less time on administrative tasks and more time focusing on investors; and allowing advisors to engage more comprehensively with clients and their households on any device at any time.

About Salesforce AppExchange
Salesforce AppExchange is the world’s leading enterprise apps marketplace that empowers companies to sell, service, market and engage in entirely new ways. With 3,000 partner apps and more than 3.5 million customer installs, it is the most comprehensive source of cloud, mobile, social, IoT and data science technologies for businesses.

Salesforce, App Cloud, AppExchange and others are among the trademarks of salesforce.com, inc.

About Orion
Orion Advisor Services, LLC (Orion) is a premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than 800 advisory firms with total assets under administration in excess of $275 billion, from more than 1,250,000 individual accounts.

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