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Fintech Platform Attune WealthData Launches
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Overview
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Attune WealthData, powered by BridgeFT, is a financial services integration on Salesforce AppExchange, offering client and investment account data, analytics, and advanced applications. It aims to integrate held-away assets like insurance and annuities, with plans for additional enhancements. The Salesforce AppExchange has seen significant growth, hosting over 8,000 apps and experts.
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How does the growing popularity of the Salesforce AppExchange reflect the evolving landscape of financial technology?
How might the integration of held-away assets like insurance and annuities impact the financial services industry?
What potential benefits could the additional enhancements, such as practice management analytics and embedded Client Reporting and Fee Billing applications, bring to the Attune WealthData platform?
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