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Portfolio Management
Orion Advisor Solutions Integration
Real-time portfolio data synchronization for wealth management firms, enabling advisors to view client holdings, performance, and billing directly in Salesforce.
Platforms
Salesforce
Type
REST API
Complexity
High
Timeline
8-12 weeks
Integration Architecture
Integration Type
REST API
Data Flow
⇄Bidirectional
High Complexity
Common Use Cases
- Account aggregation
- Performance reporting
- Billing automation
- Client portal integration
Platform Compatibility
Salesforce
This integration is compatible with Salesforce, providing seamless data synchronization and workflow automation.
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Implementation Timeline
8-12 weeks
Typical timeline from discovery to go-live, including planning, development, testing, and deployment.