Envestnet, Salesforce join forces on advisor platform

Tech titans Envestnet and Salesforce said they are partnering to offer a broader, more streamlined platform for advisors. By Anand Gupta


https://www.financial-planning.com/news/envestnet-and-salesforce-combine-high-tech-platforms-for-advisors?utm_source=dlvr.it&utm_medium=blogger