Flourish, the fintech platform dedicated to helping RIAs improve financial outcomes for clients, is bolstering its support for advisors with a new data integration partnership. The wealth tech ...

NEW YORK--(BUSINESS WIRE)--AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has enhanced existing integrations between Albridge with ...

Broadridge's books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity The ...

Last month Salesforce announced a slew of gen AI updates to its Financial Services Cloud (FSC) designed to tackle the “$83 billion problem” of customer chargeback disputes. At the time, Gaurav Mittal, ...

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services is developing a new app integration with Salesforce Financial Services Cloud, a significant enhancement for registered investment advisors ...

Attune Solutions announced its launch of Attune WealthData, powered by BridgeFT – Financial Services Integration on Salesforce AppExchange, an enterprise marketplace for partner apps and experts, ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Financial Services Cloud customers now have access to a suite of Onfido’s ...

Onfido, the global provider of automated digital identity verification and authentication announced that its Real Identity Platform services are now “available for Salesforce (NYSE: CRM) Financial ...

Envestnet is looking to help deliver a seamless financial planning experience for advisors and financial services professionals in the US through a landmark enterprise technology collaboration. The ...

Rocket Mortgage, a division of Rocket Companies RKT has teamed with Salesforce CRM in a partnership that will make the Detroit-based company's mortgage origination technology available to banks, ...