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Orion Connect Salesforce Integration

Improve the advisor and client experience

Integrate your Salesforce instance with the power of Orion Advisor Technology’s Orion Connect portfolio management solution to seamlessly send data between each platform. 

With an Orion Connect Salesforce integration, you’re able to maintain accurate portfolio data and optimize business processes such as account opening, saving your advisors time and reducing switching between apps.

Salesforce + Orion Connect

Benefits of integrating Orion Connect and Salesforce

Why choose Silverline?

Silverline is a Salesforce consulting partner with over a decade of experience serving financial services organizations, including banking & lending, insurance, wealth management, and capital markets firms. Our consultants specialize in these verticals and often come with first-hand experience in these industries.

As part of our experience, we’ve helped many clients access their full set of data on the Salesforce platform. For wealth management firms, we’ve connected Orion with Salesforce, boosting advisor productivity and simultaneously helping to improve the client experience. With our combined industry and technical expertise, we can deliver a solution that fits industry best practices and meets your unique needs.

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We’re ready to help

Learn more about how Silverline can help you integrate Orion Connect and Salesforce.

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