Salesforce AppExchange

November 15, 2017

Envestnet | Tamarac Launches a New Version of Its Comprehensive RIA Platform

Envestnet | Tamarac has launched the Tamarac platform, a completely redesigned version of its comprehensive portfolio and client management software solution for independent Registered Investment Advisors […]
September 12, 2017

SS&C Black Diamond customers can now access new relationship management tools aimed at transforming client engagement

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, has launched Salentica Elements for financial advisors on the Salesforce […]
August 25, 2017

Envestnet | Tamarac is Now on the Salesforce AppExchange

Envestnet | Tamarac has launched the Tamarac app on the Salesforce AppExchange. Financial advisors can create new clients and households in Tamarac from Salesforce and they […]
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