10:11 AM EDT, 05/13/2024 (MT Newswires) -- Envestnet ( ENV ) and Salesforce ( CRM ) on Monday announced a collaboration to provide Envestnet ( ENV ) clients with an integrated financial planning experience via Salesforce's ( CRM ) Financial Services Cloud.

Financial details weren't disclosed.

The partnership aims to provide wealth advisors with a unified platform experience, where wealth advisors using Salesforce FSC will also have access to Envestnet's ( ENV ) financial planning tool, MoneyGuide from within their CRM platform, the companies said.

Price: 67.52, Change: +0.18, Percent Change: +0.27