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Client profile · Professional Services

Family office accounting and reporting firm

A firm providing bookkeeping, consolidated accounting and investment reporting for families of wealth. Vantage Point runs ongoing Salesforce managed services and optimization for the team.

Northeast Client since 2021 5 engagements

The challenge

The firm needed ongoing Salesforce administration and periodic improvements to its existing instance.

What Vantage Point delivered

  • Provided ongoing Salesforce managed services from 2022 through 2025
  • Delivered an optimization project for the existing Salesforce instance
  • Handled monthly change orders for discovery and follow-on work

Platforms

Salesforce

Services

OptimizationManaged services

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