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.
