Salesforce
Orion Advisor Technology announced it has updated the Orion Connect integration on Salesforce AppExchange, enabling advisors to work through a flexible and customizable data sync. The upgrade offers advisors options for data mapping, faster delta syncs, and supportive error message prompting—so they can access their data how they want, and more quickly.
RightCapital
RightCapital has introduced RightPay, a web-based service that enables financial advisors to collect financial planning fees from clients via credit card. RightPay integrates with the advisor’s branded RightCapital portal where clients can access their financial plan, task list, and now review, approve and pay via credit card for financial planning services received.
MaxMyInterest
MaxMyInterest announced an integration with Orion Advisor Tech, a division of Orion Advisor Solutions to meet the needs of advisors seeking better ways to deliver a higher yield on client cash.
Vasyl Soloshchuk is CEO and co-owner at INSART, a FinTech engineering company. Vasyl is also the author of WealthTech Club, which conducts research into fortune and startup roboadvisor and wealth management companies in terms of the technology ecosystem.