Vantage Point Consulting | Salesforce Partner for Financial Services

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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


Looking to integrate Skience with Salesforce? Let’s talk!