In today’s post, we’re serving up the full details around Orion’s August 2018 Full Software Release.
As part of the Orion August 2018 Software Update, we’re bringing you more of what you love. More compliance features, more billing capabilities, and more ways to utilize Orion Connect. Check out this sneak peek of the major changes coming your way.
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.