Firm performance
Connect revenue, client, and operating indicators to the management decisions that shape growth.
Industry focus
Capital strategy runs on connected business data.
ManagementForce gives financial-services leaders a shared, current view of the operating business—so financing, investment, and transaction conversations begin with better context.
Explore industry applicationsClient intelligence
Relationships in context
Growth strategy
Expansion with visibility
ManagementForce layer
One operating conversation across the firm.
Growth intelligence
A connected management view for wealth-management firms.
ManagementForce brings the operating signals that shape firm performance into one decision-ready conversation.
Advisor growth
Give leadership a shared view of relationships, pipeline, and capacity across the firm.
Strategic readiness
Organize the business context needed for expansion, investment, and capital-market conversations.
Capital-markets applications
The same connected management layer, applied to the next capital decision.
ManagementForce helps teams organize operating and financial context before a financing, investment, or transaction process begins.
Connected management intelligence
Wealth management
Unify client, portfolio, relationship, and operating data into a management view built for firm performance and strategic growth.
- Portfolio and client context
- Advisor and growth intelligence
- Firm-wide operating visibility
Portfolio-company diligence
Private equity
Move from a reactive diligence sprint to a governed, decision-ready view of portfolio-company performance and value-creation priorities.
- Current operating and financial context
- Faster investment-committee preparation
- A durable data foundation for value creation
Transaction readiness
Investment banking
Organize management information for private placements, secondaries, M&A, and strategic financing conversations without rebuilding the story for every process.
- Capital-markets-ready business narrative
- Structured diligence materials
- More efficient sponsor and buyer engagement
Financing readiness
Structured credit
Connect financial performance, operating signals, and supporting documentation to help management teams prepare for credit-financing discussions with confidence.
- Connected underwriting context
- Clearer lender diligence
- Near-real-time management information
One management layer. Multiple capital-market paths.
Whether the next conversation is with a lender, sponsor, investor, or advisor, ManagementForce helps teams organize the business before the process begins.
Management scenarios
Explore the decisions that matter most.
A management layer that helps wealth-management firms turn connected data into action.
Wealth management scenario
Growth-ManagementForce
Bring client, advisor, and operating signals into one view to identify the next growth opportunity.
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Integration infrastructure
Built on AppCrown connectivity.
AppCrown connects Salesforce Financial Services Cloud with the systems that shape wealth-management performance, giving ManagementForce the context to organize better decisions.
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Make the next management conversation more decisive.
Connect the systems that run the business and turn them into a shared management view.
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