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Client profile · Wealth Management

Fee-only financial planning firm

A fee-only financial planning and advisory firm that engaged Vantage Point for a Salesforce implementation to support advisor and client relationship management.

Alabama Client since 2020 1 engagement

What Vantage Point delivered

  • Delivered a full Salesforce implementation for the firm
  • Configured core CRM features for advisor and client workflows

Platforms

Salesforce

Services

Implementation

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