Abstract: In accordance with embodiments, there are provided mechanisms and methods for wealth management. These mechanisms and methods for wealth management can enable embodiments to provide a multi-tenant database that stores information about clients of the tenants. In a multi-tenant database, a system for managing financial accounts is established, which may be useful for a tenant that is a financial analyst or that employs financial analysts. The multi-tenant database may include a calendar application that automatically includes the team members associated with the event being scheduled in a list of invitees, and the multi-tenant database may also includes relationship groups, such that information about related individuals (whom may have separate accounts) are automatically associated with one another. The ability of embodiments that provide relationship groups and teams can enable efficiently gathering information about related parties and efficiently inviting that interested parties to an event.

Abstract: In accordance with embodiments, there are provided mechanisms and methods for wealth management. These mechanisms and methods for wealth management can enable embodiments to provide a multi-tenant database that stores information about clients of the tenants. In a multi-tenant database, a system for managing financial accounts is established, which may be useful for a tenant that is a financial analyst or that employs financial analysts. The multi-tenant database may include a calendar application that automatically includes the team members associated with the event being scheduled in a list of invitees, and the multi-tenant database may also includes relationship groups, such that information about related individuals (whom may have separate accounts) are automatically associated with one another. The ability of embodiments that provide relationship groups and teams can enable efficiently gathering information about related parties and efficiently inviting that interested parties to an event.