Two technology firms founded by financial advisors have added features to a Salesforce application and plan to help each other improve their own systems.   

Orion Advisor Services LLC and Orchestrate LLC have forged a partnership to leverage their respective firms’ technology to provide operating efficencies for financial advisor firms, the companies announced today. 

Omaha-based Orion is a portfolio accounting service provider founded by and for investment advisors. while Des Moines-based Orchestrate is a Salesforce.com independent software developer in the wealth management industry.

To help advisory firms, Orion and Orchestrate have so far embedded their technologies inside Salesforce’s AppExchange, and have now entered into agreements to leverage each other’s respective technologies.

Orion’s integration with ProcessComposer provides advisors with dozens of ready-to-go workflows, streamlining repeatable tasks ranging from client meeting preparation to executing trades and rebalancing. In addition, Foster Group Inc., an independent, fee-only advisory firm where Orchestrate originated, is currently implementing the Orion portfolio accounting system to support its portfolio accounting needs.