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Envestnet | Tamarac

By Envestnet, Inc.

Wealth Management powered by fully connected CRM data

No Ratings

$10 USD/user/month

Pricing Details

Industries: Financial Services

Requires: Sales Cloud
Financial Services Cloud

Compatible With: Sales Cloud
Financial Services Cloud

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Bidirectional connection between our wealth management technology and an industry-leading CRM for instant access to client data. This integration enables up-to-date Account & Contact details, on-command Financial Account values, & SSO access to Reporting.

Overview

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Highlights

Client/Household and Financial Account data synchronization

Contextual single sign-on to Tamarac

Access to the Envestnet wealth technology ecosystem

Provider Details

Envestnet, Inc.

Website

https://envestnet.com

Pricing Details

Default Plan

$10 USD/user/month