I am proud to be an investor and an advisor of Wealthpilot, a company which revolutionises CRM for Wealth Management. Wealthpilot is a pure SaaS solution for Financial Advisors, available stand alone or on Salesforce.com (more integrations to come).
Here is an interview of one of WP’s customers. Director: Marco Richter and myself; Camera: Myself. Click in the pic to see the video: