The partnership makes Dynamic Planner the first and only UK-based wealth-planning partner for Salesforce. The firm is an American cloud-based software company headquartered in San Francisco. It ...

Salesforce will initially run a small pilot program of Financial Services Cloud with a select group of advisors. The final public release is scheduled for February 2016. Gregory Gardner, an advisor ...

Companies around the globe are transforming the way they connect with customers. ACCOUNT PLANNING in SALESFORCE contains valuable advice on how to use Account Planning methodology in Salesforce to ...

Salesforce is flexing its muscles in wealth management with a new CRM specifically tailored to advisors -- and big ambitions to shake up the RIA tech space. The cloud computing giant is launching ...

Dynamic Planner believes its new partnership with Salesforce will allow it to deliver financial planning "at scale". The software provider has partnered with US-based company Salesforce which provides ...