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Client profile · Wealth Management

Boutique wealth management and trust firm

A boutique fiduciary firm handling wealth management and trust administration for individual clients. Vantage Point implemented Salesforce and provides ongoing retainer support.

North Carolina Client since 2021 2 engagements

What Vantage Point delivered

  • Implemented Salesforce for wealth management and trust operations
  • Provides ongoing support through a prepaid professional services retainer
  • Delivered several change orders for added configuration work

Platforms

Salesforce

Services

ImplementationManaged services

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