Guides & Resources

Integrations Report: WealthTech CRM Tools

CRM Report

We looked at seven WealthTech CRM tools – Redtail, Practifi, Wealthbox, Tamarac (Envestnet), Junxure, and XLR8 (Concenter Services) – to see which integration solutions and in which categories they offer.

Download the report to learn about the WealthTech CRM integrations champions.

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