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Client profile · Wealth Management

Fee-only RIA for individuals and families

A small fee-only registered investment advisor serving individual clients. Vantage Point implemented Salesforce to give the firm a single system for client and prospect records.

California Client since 2020 1 engagement

What Vantage Point delivered

  • Implemented Salesforce for a small advisory practice
  • Configured records and views for client and prospect tracking
  • Trained the team on day to day use of the new system

Platforms

Salesforce

Services

Implementation

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