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Client profile · Wealth Management

Fee-only registered investment adviser

A fee-only RIA that worked with Vantage Point over several years to migrate from a legacy practice management system to Salesforce, integrate planning tools, and automate onboarding and annual client questionnaires.

Midwest Client since 2019 16 engagements

The challenge

The firm outgrew a legacy practice management system and relied on manual annual tax questionnaires, creating friction in advisor onboarding and client data collection.

What Vantage Point delivered

  • Migrated client and policy data from a legacy practice management system to Salesforce
  • Integrated MoneyGuidePro financial planning with Salesforce
  • Rebuilt annual tax questionnaires and client surveys as digital workflows
  • Built an advisor form and client onboarding web application
  • Transitioned the org to Lightning and optimized existing configuration
  • Provided ongoing Salesforce managed services under a retainer

Platforms

Salesforce

Services

ImplementationMigrationIntegrationOptimizationManaged servicesCustom development

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