Advisers using Salesforce and Orion Advisor Services portfolio software now have a new option to integrate their Orion data directly into the web-based CRM.
Orion Connect is a new app now available in the Salesforce appexchange, an online marketplace for applications built specifically for the Salesforce.com platform.
Orion Connect allows advisers to maintain portfolio data, open new accounts, view performance reporting, review billing (shown above) and more.
Advisers using either the Force.com web-based platform or SalesCloud enterprise CRM can now integrate portfolio functions from Orion. Existing users can add Orion Connect for a $15 per month per user fee.
Advisers who are not yet on either Salesforce platform have two options. They can contact Orion directly and subscribe to Force.com with Orion Connect for $25 per month per user, or purchase SalesCloud and Orion Connect from Salesforce for $140 per month per user.
In addition, Orion facilitates migrations from existing CRM systems through a partnership with Redkite, a third-party Salesforce solution provider.
Overall, Salesforce continues to struggle to gain a foothold in the financial adviser vertical (see Is Salesforce the future of adviser CRM?), yet features like the appexchange make it far easier for third party providers like Orion to create their own integrations. If the number of Salesforce integrations with adviser technology vendors continues to grow, Salesforce may soon receive a more inviting reception as a viable option for adviser CRM.
