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February 7, 2014updated 04 Apr 2017 2:31pm

Advisor Software and Orion Advisor Services integrate apps for financial advisors

Advisor Software has announced a partnership with Orion Advisor Services to integrate the two companies' software applications for financial advisors.

By Verdict Staff

Advisor Software has announced a partnership with Orion Advisor Services to integrate the two companies’ software applications for financial advisors.

ASI’s goalgamiPro app provides a powerful and efficient way for advisors to build financial plans for clients and assess the feasibility of a client’s goals from the comfort of their Salesforce CRM. goalgamiPro utilizes an innovative approach called the Household Balance Sheet that quickly and effectively assesses whether a client’s goals are achievable or not.

Orion Connect is an integrated portfolio accounting solution that allows advisors to set up new accounts, view existing account holdings and transactions, execute trades, edit billing information, generate performance reports, perform calculations and access cost basis information, all from within Salesforce.

The Orion Connect app is fully customizable based on the needs and scale of the advisor’s business. Both apps are available through the Salesforce1 AppExchange, the world’s leading business apps marketplace.

Neal Ringquist, president and COO of ASI, said: "In order to effectively meet their CRM needs, today’s financial advisors are looking for a true native app experience – not just single sign-on capabilities. Our integration with Orion on the Salesforce1 Platform enables advisors to combine their CRM and financial planning processes into a single workflow, without switching apps or adapting to multiple user interfaces."

The partnership between ASI and Orion offers two valuable capabilities to advisors. First, it enables seamless integration of financial accounts between the Orion Connect and goalgamiPro apps.

It also allows advisors to incorporate financial planning and goal data from goalgamiPro directly into Orion’s report library, which features customizable templates that advisors can tailor to fit individual clients’ reporting needs. The fee for goalgamiPro is $50.00 per user per month, and the fee for Orion Connect starts at US$25.00 per user per month.

Eric Clarke, president of Orion, said: "Integrating with ASI allows us to better serve financial advisors through efficient, user-friendly technology. By combining our integrated performance reporting capabilities and portfolio accounting solutions with goalgamiPro’s Household Balance Sheet diagnostic, we offer advisors a more holistic approach to serving their clients, as well as a more effective means for managing their data."

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