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With Client Profiles and Client Households the company says that advisors will have a panoramic view of each client and be capable of accessing a full picture of the customer's household and extended network.
Wealth Home Page offers automated administration tasks so advisors will be able to quickly scan their daily agendas, prioritise client tasks and track client opportunities. In addition to this it will offer real-time analytics so that users can analyse data and use it to reach out to clients based on interests or service models.
One of the companies which has extended its capabilities to the financial services cloud is Informatica with its cloud. Informatica Cloud will connect to the offering and offer core back-end systems such as asset management, portfolio management and risk and trust operations to aggregae investment data in the cloud.
Informatica will help to connect data from on-premises systems, SaaS applications and enterprise databases to wealth managers.
Ronen Schwartz, SVP and GM, Informatica Cloud said: "In order to transform the client-advisor relationship for the digital age, financial advisors and their clients require seamless access to the data they need, when they need it."
The offering will leverage the Salesforce platform across mobile and social so it can be used on the go.
The service is available today with prices starting at $150 per use, per month.
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