The latest tech news in wealth management across North America.

Salesforce, Fenergo
Fenergo, which provides client lifecycle management solutions for financial institutions, has built an app on Salesforce AppExchange.

The app, called Client Lifecycle Management: Front to Middle Office Transformation, allows firms that use Salesforce, the cloud computing firm, to streamline client onboarding and lifecycle management processes. 

The app will allow financial institutions that deploy Salesforce to: configure Fenergo instances and map to existing objects in Salesforce; capture mandatory and optional fields for new legal entity creation; trigger Client Onboarding Cases; link to existing entity registers; search for existing Fenergo entities; drill down into status of cases; upload required onboarding documents; view existing and add new products; customize data sets, retrieve latest case status and comments on the news.