Skip to content

Client profile · Wealth Management

Boutique wealth management firm

A boutique wealth management firm moved from a legacy advisor CRM to Salesforce and continues to rely on Vantage Point for managed services and ongoing Salesforce support.

Illinois Client since 2019 3 engagements

The challenge

The firm ran its practice on a legacy advisor CRM and needed to move to Salesforce without losing client history.

What Vantage Point delivered

  • Migrated client data from a legacy advisor CRM to Salesforce
  • Provided ongoing Salesforce managed services after the transition
  • Delivered professional services on a retainer basis

Platforms

Salesforce

Services

MigrationManaged services

Similar clients

Desk of a fee-only financial planning office with laptop, binders, and calculator in soft natural light Fee-only RIA

Fee-only registered investment adviser

Midwest · Since 2019 Advisor desk with retirement plan documents, calculator, and reading glasses in morning light Retirement and wealth advisory

National retirement and wealth advisory firm

Midwest · Since 2020 Wealth management conference room with printed reports and a city skyline at dusk Wealth management RIA

Wealth management firm serving high net worth families

California · Since 2021 Modern wealth management office desk with financial documents and laptop in soft daylight Wealth management firm

Wealth management firm serving individuals and families

Northeast · Since 2020

We do not publish client names. Every profile on this page describes a real Vantage Point client, written from our CRM records with identifying details removed. Image is illustrative. Salesforce, HubSpot and other product names belong to their owners. Browse all clients →