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Client profile · Wealth Management

Fee-only fiduciary wealth management firm

A fee-only fiduciary financial planning and investment advisory firm. Vantage Point upgraded its Financial Services Cloud deployment and built integrations.

Texas Client since 2019 1 engagement

The challenge

The firm's Financial Services Cloud deployment needed an upgrade and connections to other systems.

What Vantage Point delivered

  • Upgraded the firm's Salesforce Financial Services Cloud deployment
  • Built integrations between Financial Services Cloud and adjacent systems

Platforms

SalesforceFinancial Services Cloud

Services

IntegrationOptimization

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