Salesforce AppExchange

February 14, 2020

Orion Advisor Tech Announces Updates to Connect Integration on Salesforce AppExchange

Orion Advisor Technology (Orion), one of the premier providers of financial advisor technology and investment solutions, today announced it has updated the Orion Connect integration on […]
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 […]