Salesforce

Salesforce for Investment Advisors: Launch AdvisoryWorld Reports on Demand for detailed asset allocation and analytics for any household, account or ticker and automatically store activities in your Salesforce org.  This easy to install app is available by default with the Wealth Management overlay but can be easily configured for your own custom org.

Salesforce for Asset Managers & Wholesalers: Generate Competitive Analysis reports for investments and models and distribute such reports to advisors.