Envestnet and Salesforce announced a partnership to deliver a connected and seamless financial planning experience for Envestnet customers using Salesforce's Financial Services Cloud (FSC). The goal of the partnership is to deliver a more unified platform experience for wealth advisors and to help solve key pain points including, operating across multiple systems and applications as well as the lack of data parity between CRM and financial planning platforms. With Envestnet's financial planning capabilities--MoneyGuide--this collaboration will give advisors using Salesforce FSC access to a seamless financial planning experience - from within their CRM platform. The value of this partnership for advisors and financial services professionals in the United States will include the ability to: View financial plan information for clients within their CRM, gaining a seamless 360 view of the client.

Target and track clients by where they are in their planning journey using actionable segmentation dashboards. Launch directly into the planning household in MoneyGuide to take action. Unify customer behavioral and financial data across an advisor's practice.

Simplify advisor team collaboration with a single source for all financial planning-related activities. Envestnet and Salesforce will be working closely together to preview the combined capabilities at Envestnet's upcoming annual conference Elevate.