Seems like a logical space for SalesForce, but may be Salesforce is already to standardized and big to capture this space? May be easier to acquire a start-up, similar to the RelateIQ acquisition. 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
Financial Services Cloud aims to combine tools such as calendar notifications, portfolio rebalancing, financial planning and client communication into a single, cloud-based portal 'Opportunity Workflow' Using the data aggregator tool Yodlee, which was recently purchased by Envestnet, Salesforce's Financial Services Cloud also can display account information from more than 14,000 sources to give advisors a more complete view of clients’ financial information, including held-away assets. Financial Service Cloud has a function to create an immediate “opportunity workflow” to access those assets.