We’ve got new reports, integration announcements, and enhancements to bring the client portal and mobile app closer together. It’s all in today’s full Release Notes blog.
We’ve updated our integration so you can now use Orion Connect in Salesforce Lightning. This update brings new enhancements including the ability to use Orion’s Insight app in your Salesforce account.
The post Integration Update: CRM Simplified with Orion + Salesforce Enhancements appeared first on Orion Advisor Services.
Setting up and testing policies and procedures are some of the most common compliance problems advisory firms face. Learn how the Compass app can help solve these issues in today’s article.
The post How Orion’s Compass App Solves Common Compliance Problems appeared first on Orion Advisor Services.
In today’s article, we’ve rounded up all the most important highlights from our upcoming February 2018 software update so you can be prepared to use these new enhancements in your firm.
The post Highlights from the Orion February 2018 Software Update appeared first on Orion Advisor Services.
You can find all things integrations in the new Orion Integrations Center app. Learn more about integrations, watch tutorials, and more.
The post How the Orion Integrations Center Makes Integration Simple appeared first on Orion Advisor Services.
The Orion Software Update November 2017 – Full Release Notes are here, just in time for our software update on November 11.
The post Orion Software Update November 2017 – Full Release Notes appeared first on Orion Advisor Services.