Your New Secretary: An Algorithm

The next frontier for data is improving your work relationships.

Jon Porter, the CEO of private wealth-management firm Three Bell Capital, used to keep track of clients by manually typing information about meetings and leads with software from Salesforce.com Inc.This spring, he got an algorithm to do the work.

Software from startup RelateIQ Inc. (a stealth startup that just raised $29 million in funding) now looks at every digital scrap of Mr. Porter’s work life — incoming emails, social-network contacts and phone calls — compares it with his colleagues’ data, and figures out what and who is important.

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