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Partners

SCHWAB

Schwab-VP

Salesforce Financial Services Cloud Expertise for Schwab-Custodied Advisors. Vantage Point is a listed provider in Charles Schwab's Affinity Services Program, delivering Salesforce Financial Services Cloud (FSC) implementations purpose-built for registered investment advisors, broker-dealers, and wealth management firms that custody with Schwab. Our team brings deep expertise in custodial data integrations, compliance automation, and advisor-centric CRM workflows that align with Schwab's technology ecosystem.

Core Services & Solutions

Salesforce Implementation Deploy  Financial Services Cloud.

AI-Driven Personalization Deliver intelligent, data-driven client engagement.

Compliance & Security  Built-in FINRA and SEC governance frameworks.

CRM & Marketing Automation  Unify advisor outreach and pipeline management.

System Integration & Data Migration Connect existing platforms seamlessly and securely.

Advisor Enablement & Training  Equip teams with tools, playbooks, and support.

Managed Services & Optimization:  Continuous support and platform improvement.


How VantagePoint Partners with Schwab

Vantage Point is a recognized provider within Charles Schwab's Affinity Services Program, a curated network of third-party technology and service providers selected to support the unique needs of independent advisors. Through this partnership, Schwab-custodied RIAs gain access to Vantage Point's specialized Salesforce Financial Services Cloud implementation services at preferred terms. Our team has deep experience integrating Salesforce with Schwab's custodial platform, including automated account data synchronization, real-time holdings feeds, transaction reconciliation, and performance reporting. We've supported advisor practices ranging from solo RIAs to multi-billion-dollar enterprises, all built on the Schwab custodial infrastructure. Vantage Point attended Schwab IMPACT 2024 in San Francisco, engaging directly with the advisor technology community on AI-driven CRM personalization, data integration best practices, and next-generation client experience strategies.

Key Benefits

Icon SVG-3   Enterprise-grade CRM built for wealth management.

Icon SVG-3   Compliance and security embedded from day one.

Icon SVG-3   Faster advisor onboarding and time-to-value.

Icon SVG-3   Unified client data across every touchpoint.

Icon SVG-3   Scalable growth with a single trusted partner.

Partner with the Experts in Regulated Industries Technology

Work with certified Salesforce professionals who understand your industry, your clients, and your compliance needs.