How does a business software company keep growing after it has pushed into a wide swath of offices with general-purpose tools? Go vertical. Salesforce.com Inc., which makes software used by salespeople to keep tabs on clients and prospects, on Tuesday announced a variant of its sales-management tools tailored for a specific industry: wealth management. In...
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 .