Skience Integration with Salesforce
Skience
Integrating Envestnet with Salesforce offers firms an efficient way to unify their technology, increase productivity and back-office efficiency, and set the stage for a great client experience. Advisors can onboard new clients, automatically feed data to their preferred financial planning tools, open new accounts, and deliver a single signing experience to their clients, all from their Salesforce workstation.
Portfolio Management & Reporting Software
Asset Management
Wealth Management
