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Envestnet | Tamarac

By Envestnet, Inc.

Wealth Management powered by fully connected CRM data

No Ratings
$10   USD/user/month
Industries
Financial Services
Requires
Sales Cloud
Financial Services Cloud
Compatible With
Sales Cloud
Financial Services Cloud

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.

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