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Client profile · Wealth Management

Boutique private investment firm

A boutique investment firm; Vantage Point implemented Salesforce for the firm and extended the build through follow-on change orders.

Texas Client since 2020 1 engagement

What Vantage Point delivered

  • Implemented a Salesforce foundation for the small firm
  • Extended the implementation through two approved change orders
  • Configured the org to fit the firm's early-stage needs

Platforms

Salesforce

Services

Implementation

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