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.

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