It was always difficult in Salesforce.com to show a relationship of one person or contact to multiple accounts - a household and a company for instance. Now in the latest edition of Salesforce Summer '16 they have finally made multiple relationships a standard feature.
This is very important for financial Advisors because so many high-net-wealth clients have relationships to multiple entities and it is important to keep track of those. For example, you might have a client who has a family (household) and primary business and maybe a holding company. In previous generations of Salesforce, managing those relationships was always difficult.
Now users of WealthTrack can take advantage of the Multiple Relationship feature in Salesforce to track and service these important clients in a more proactive and natural manner. This feature needs to be enabled in Salesforce as it isn't a default feature and some configuration needs to take place to optimize the behaviour - and we are happy to help.
If you want to know more, or see a demo of how this works, drop me a line and I'll arrange a demo.
Never Stop Learning
I've been working as an implementation consultant using Salesforce.com for more than 8 years now and it seems every week I learn something new. Either a new feature they've released or some hidden gem of functionality that we discovered. If you're interested, I will share them here and you can check it out.