Salentica® Announces Integration to Orion Portfolio Accounting System

Share Article

Orion Advisor Integration now available with Salentica® CRM

“We are thrilled that Salentica users can now access Orion Connect from within their CRM,” said Eric Clarke, President and CEO of Orion. “Embedding Orion’s portfolio accounting capabilities inside of Salentica means more efficient workflows...

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.

“We are excited to provide our Orion integration for Salentica CRM to provide advisors access to data from within a single interface and enable them to build their business and service their clients better. This type of integration with a leading portfolio accounting system like Orion provides advisors real time access to account information inside Salentica CRM which is a continuing part of our integration strategy,” says Bill Rourke, President of Salentica.

“We are thrilled that Salentica users can now access Orion Connect from within their CRM,” said Eric Clarke, President and CEO of Orion. “Embedding Orion’s portfolio accounting capabilities inside of Salentica means more efficient workflows can be introduced to an advisor’s practice.”

This new integration will be available in early 2015 clients on the Microsoft Dynamics CRM 2013 or later version and will be available for demonstration at the annual TD Ameritrade Institutional National LINC 2015 conference from January 28-30, 2015 in San Diego, CA. Salentica is a exhibitor in the VEO Village at the conference.

About Salentica CRM

Salentica is the leading provider of CRM solutions for wealth managers, serving the needs of private wealth managers, RIA’s, Family Offices and Broker Dealers for over 17 years. Salentica CRM is offered as both an On Premise and Cloud-based solution that supports leading CRM solutions including Microsoft Dynamics CRM and Salesforce.com. Salentica CRM provides advisors with a complete view of the client through our pre-built integration solutions to industry leading providers including Schwab OpenView Gateway™, TD Ameritrade Institutional’s Veo®, Envestnet Tamarac Advisor Rebalancing, Laser App®, and back-office solutions for Advent Black Diamond, Axys® and APX® and more. Salentica’s integration solutions use Salentica’s robust Data Broker technology ensuring the highest level of data security. Salentica is also a Gold Certified Microsoft Dynamics CRM partner.

Salentica CRM, is the property of Salentica Inc.
###

245 Park Avenue, 39th Floor
New York, New York, 10167-0002
p: (212) 672-1777 f: (212) 792-4001

121 King Street West, #840
Toronto, Ontario, M5H 3T9
p: (416) 366-3456 f: (416) 366-7690

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Tanya Tygesen
Salentica Inc.
+1 (416) 366-3456 Ext: 227
Email >

Bill Rourke
Salentica Inc.
416-366-3456 222
Email >
Visit website