Salentica & Orion Clients Benefit From A Seamless Integration
Access Orion Portfolio Data Directly in a Salentica CRM
Enhancing the connection between your portfolio management suite and CRM can help drive efficiency and add value, enabling firms to better map, locate, and sync data in the way that is most intuitive for their business.
Creating a technology stack that enables the work you do in your most critical systems to be more connected and robust.
Data from Orion Connect can be mapped directly into CRM, via one-way sync. Opening up new opportunities to architect each platform to better support business operations.
Client Testimonial
“ARGI uses Engage’s Orion integration to get a clear picture of the client’s investment accounts without having to bounce between multiple browser tabs. The integration also allows for better coordination between departments at ARGI, because tasks, requests, etc. can be set in reference to the specific account in question.”
-- Jeff Drake, CFP®, PMP®, Director of Innovation at ARGI
Creating The Applications You Can't Work Without
Quickly and easily create new records in CRM or update an existing one. While our contextual single sign-on (SSO) allows you to log in without needing to re-enter your credentials.
The Orion & Salentica Integration Allows You To:
Access Orion Account-Level Data in CRM
Access Orion Household-Level Data in CRM
Use Orion Data in CRM Reporting
Bringing portfolio data into a Salentica CRM (Engage or Elements) via our data sync helps reducing data entry and update time, minimizes incidents of human error, requires limited set-up time, and offers secure and controlled access to other CRM users.
Orion Data Points Available in CRM
Households/Relationships:
Orion Client ID
Name
Total Market Value
As-of Date
Custom/User-defined fields
Accounts:
Orion Account ID
Orion Household ID
Name
Account Open Date
Account Close Date
Account Type
Tax Number
Tax Status
Total Market Value
As-of Date
Total Cash Value / Weight
Total Equity Value / Weight
Total Fixed Income Value / Weight
Total Other Value / Weight
Custom/User-defined fields
As always, if you have questions feel free to reach out to our team via info@salentica.com.