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!