ADVISOR SOFTWARE & ORION ADVISOR SERVICES INTEGRATE APPS FOR FINANCIAL ADVISORS

Advisor Software, Inc. (“ASI”), a provider of wealth management solutions for the financial advisor market, announced today a partnership with Orion Advisor Services, LLC (“Orion”) to integrate the two companies’ software applications for financial advisors. 

 ASI’s goalgamiPro app provides a powerful and efficient way for advisors to build financial 
plans for clients and assess the feasibility of a client’s goals from the comfort of their Salesforce CRM. goalgamiPro utilizes an innovative approach called the Household Balance Sheet that quickly and effectively assesses whether a client’s goals are achievable or not. 

Orion Connect is 
an integrated portfolio accounting solution that allows advisors to set up new accounts, view 
existing account holdings and transactions, execute trades, edit billing information, generate 
performance reports, perform calculations and access cost basis information, all from within 
Salesforce. The Orion Connect app is fully customizable based on the needs and scale of the 
advisor’s business. Both apps are available through the Salesforce1 AppExchange, the world’s  leading business apps marketplace. 

“In order to effectively meet their CRM needs, today’s financial advisors are looking for a true 
native app experience – not just single sign-on capabilities,” said Neal Ringquist, President and  Chief Operating Officer of ASI. “Our integration with Orion on the Salesforce1 Platform enables  advisors to combine their CRM and financial planning processes into a single workflow, without  switching apps or adapting to multiple user interfaces.” 

The partnership between ASI and Orion offers two valuable capabilities to advisors. First, it 
enables seamless integration of financial accounts between the Orion Connect and goalgamiPro  apps. It also allows advisors to incorporate financial planning and goal data from goalgamiPro  directly into Orion’s report library, which features customizable templates that advisors can  tailor to fit individual clients’ reporting needs. The fee for goalgamiPro is $50.00 per user per month, and the fee for Orion Connect starts at $25.00 per user per month. 

“Integrating with ASI allows us to better serve financial advisors through efficient, user-friendly 
technology,” said Eric Clarke, President of Orion. “By combining our integrated performance 
reporting capabilities and portfolio accounting solutions with goalgamiPro’s Household Balance Sheet diagnostic, we offer advisors a more holistic approach to serving their clients, as well as a  more effective means for managing their data.”