Orion Releases Orion Connect On Salesforce.com's AppExchange, The App Marketplace For The Social Enterprise

Social Enterprise App Creates a Single Platform Combining Back-Office Solutions, CRM, and Helps Usher in the Next Cloud Computing Paradigm

Jun 14, 2012, 09:08 ET from Orion Advisor Services, LLC

OMAHA, Neb, June 14, 2012 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider, today announced that its new Orion Connect application (the "app") is available on salesforce.com's AppExchange, the  app marketplace for the social enterprise. The app provides a seamless integration of Orion's portfolio management and accounting solution with Salesforce CRM. Built on Force.com, salesforce.com's social enterprise cloud computing platform for building employee-facing social apps, Orion Connect is immediately available for test drive and deployment on the AppExchange at http://www.salesforce.com/appexchange/.

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"We are always looking at how advisors use technology in order to find ways to make it better and more efficient. Orion Connect is a direct result of advisors asking for better integration among CRM, financial planning and custodian platforms," said Eric Clarke, President of Orion. "Through the app, advisors now have a single interface that allows them to spend more time growing their business and less time on administrative tasks, and to utilize the mobile, open and social capabilities that only cloud technologies can deliver."

"The shift to the social enterprise is driving demand for social, mobile and open business apps," said Mike Rosenbaum, senior vice president, AppExchange and Force.com operations, salesforce.com. "The AppExchange is the app marketplace for the social enterprise and allows partners to immediately market and sell their offerings to thousands of companies already managing their businesses in the cloud."

The Orion Connect app allows advisors to set up new accounts, view existing account holdings and transactions, execute trades, edit billing information, run reports, and access their eProfile template, all from within Salesforce. The app is fully customizable based on the needs and scale of the advisor's business.

"Orion is committed to enhancing our technologies and forging new partnerships that will enhance the value of every advisor we work with," said Mr. Clarke. "We will continue to implement new integrations that will create even greater efficiencies and streamline work flows."

The Orion Connect app is the latest in a series of the company's innovations. In 2011, Orion launched its eProfile template that allows advisors to easily gather demographic data to output risk scores, custodial paperwork, investment advisor agreements and investment policy statements. Orion has also launched over 50 advisor branded mobile applications in the Apple App Store and Android Marketplace.

To download the Orion Connect app visit: AppExchange

To request more information or to speak with Orion, please contact Dana Taormina at 973-850-7305 or dtaormina@jcprinc.com.

About Orion Advisor Services, LLC
Orion Advisor Services, LLC, is the premier portfolio accounting service provider founded by and for investment advisors. Orion's mission is to liberate advisors from their back offices so they can enjoy the client relationship side of their business again. Process-driven solutions bring efficiencies to operational areas including new account set up, trading, reconciliation, fee billing, and client communications. Orion services feature the integration, scale, and customization advisors need to support business growth.

Founded over a decade ago, Orion was formed to address the technology needs of its sister company, a fee-only independent registered investment advisor whose growth was constrained by its existing portfolio management platform. Unable to find the right solution, Orion built its own. Today, the firm empowers hundreds of advisors and administrates over $70 billion in assets for more than 500,000 accounts. For more information about Orion Advisor Services, LLC, visit www.orionadvisor.com.

About the Force.com Platform and AppExchange
Force.com  is the trusted social enterprise platform for building and running any employee app in the cloud. Force.com powers the Salesforce CRM apps, the more than 275,000 custom apps used by salesforce.com customers such as Japan Post, Kaiser Permanente, KONE, and Sprint Nextel and the more than 1,400 ISV apps built by partners such as BMC, FinancialForce.com and Fujitsu.

Enterprise apps built on the Force.com platform can be easily distributed and marketed through the salesforce.com AppExchange (http://www.salesforce.com/appexchange/).

The salesforce.com social enterprise platform delivers the most trusted and comprehensive cloud technologies for social, mobile and open apps.  It includes Force.com, the cloud platform for employee apps, Heroku, the cloud platform for customer apps and Database.com, the cloud database to integrate the social enterprise.

Salesforce, Social Enterprise, Dreamforce, Force.com, Heroku, AppExchange, Database.com and others are trademarks of salesforce.com, inc.


Dana Taormina




SOURCE Orion Advisor Services, LLC