Orion Connect

Orion Advisor Integration now available with Salentica® CRM

Salentica is pleased to announce our latest integration with Orion Advisor Services, an industry leader in portfolio accounting for financial advisors. This integration features a single sign-on user experience from within Salentica CRM and provides users with a dashboard view into Orion’s application. In addition, users can look up a CRM Household to easily retrieve their Orion Portfolio Reports, Holdings, Performance or other Orion activities or drill down to a specific Account to view this data.

Integration of Best-In-Breed Technology Solutions Enables Advisors to Harness Orion’s Portfolio Accounting Suite Through Junxure Cloud^™

Orion Advisor Services, LLC (“Orion”), the premier portfolio accounting service bureau, has been working with Junxure, an industry-leading client relationship management (“CRM”) solutions provider for financial advisors, to deliver a fully integrated CRM user experience for the advisory community. To that end, Junxure Cloud^™, Junxure’s new cloud CRM solution for advisors, offers direct access to the Orion Connect portfolio management application; this integration enables advisors to utilize the interaction capabilities of Junxure’s CRM and the reporting power of Orion’s portfolio management tools, all from the comfort of Junxure Cloud.

Together goalgamiPro® and Orion Connect provide enhanced financial planning, CRM and reporting capabilities

Advisor Software, Inc. ("ASI"), a provider of wealth management solutions for the financial advisor market, announced today a partnership with Orion Advisor Services, LLC ("Orion") to integrate the two companies' software applications for financial advisors.