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Client profile · Wealth Management

Boutique wealth management firm

A small wealth management firm. Vantage Point delivered a Salesforce implementation to support its advisory operations.

South Client since 2020 2 engagements

What Vantage Point delivered

  • Delivered a Salesforce implementation for a small advisory practice
  • Set up the platform for client and account record keeping

Platforms

Salesforce

Services

Implementation

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