Perfection of one

Harmony unites Salesforce and your Orion database(s).


Harmony is a native Salesforce app designed for Orion Connect users with multiple Orion databases or a single database where multiple reps each have their own Salesforce instance. Harmony syncs information between Orion and Salesforce using the credentials you’re already using to log in and toggle between databases. For Advisors not using Orion Connect, Harmony is available in a stand-alone version as a primary Salesforce connector to your Orion database(s).