Sales Inc. announced on Tuesday that it is developing a variant of its sales - management platform tailored specifically for the wealth management industry . asset Financial Management Cloud is a service which combines tools that brokers currently use to , for instance , asset - balance clients ' investment portfolios and keep tabs on financial goals . The platform is set to fulfil the demand from a younger generation for a more technologically advanced wealth - management service .
Salesforce.com Inc. announced on Tuesday that it is releasing a variant of its sales-management tools tailored specifically for the wealth management industry. Salesforce Financial Services Cloud is a service which combines programs that brokers currently use to, for instance, re-balance clients' investment portfolios and keep tabs on financial goals. The service is set to fulfil the demand from a younger generation for a more technologically advanced wealth-management service.