On today’s broadcast, I’m on location at the Envestnet Advisor Summit. You’ll hear from Bill Crager about Open ENV, Stuart DePina on adding Salesforce integration to Tamarac, and hear how the Yodlee acquisition is enhancing the Envestnet platform.
So get ready, FPPad Bits and Bytes begins now!
(WatchFPPad Bits and Bytes on YouTube)
Here are the links to this week’s top stories:
Envestnet Unveils Open ENV from Envestnet
Envestnet, Inc. has unveiled Open ENV to offer differentiated user experiences, accelerate integrations and extend the availability of Envestnet’s solutions.
Envestnet | Tamarac Unveils A New Version of Advisor CRM® from Envestnet
Envestnet | Tamarac has rolled out a new edition of its Advisor CRM® application, Advisor CRM, which incorporates the latest Microsoft Dynamics CRM 2016 update and is compatible with Microsoft Windows 10 and Microsoft Office 2016
Trackbacks/Pingbacks
[…] Tamarac announced Salesforce integration last year, which allowed advisors to open new accounts from Salesforce as well as automatically sync data between the two. They already partner with Salentica CRM, which was recently purchased by SS&C. […]