Last August, Salesforce, the San Francisco-based software company that sells billions worth of customer relationship management solutions annually, said it was rolling out a cloud-based CRM product designed specifically for wealth and retirement advisors.

In its announcement, the company cited the $2 trillion that's expected to transfer between generations over the next five years as a main motivation for the advisor-tailored CRM product.

"Today's financial advisors need to meet the needs of clients set to inherit this wealth, and who are increasingly social, mobile, connected and seeking significantly more collaboration," according to the Salesforce release.

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

  • Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and events
  • Access to other award-winning ALM websites including and

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.