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.
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.
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.
You can find all things integrations in the new Orion Integrations Center app. Learn more about integrations, watch tutorials, and more.