Salesforce

For Enterprise firms with the Envestnet Salesforce app, we support custom object mapping and allow advisors to synchronize client records between Salesforce and Envestnet. The Salesforce client dashboard contains account performance data and asset allocation breakdowns, plus links to reports and service requests. 

For RIAs using the Salesforce app with Envestnet | Tamarac, support of Person Accounts is imminent, and advisors can synchronize client records and accounts.