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Client profile · Wealth Management

Fee-only RIA serving high net worth families

A fee-only registered investment advisor focused on investment management, tax and estate planning. Vantage Point built its Salesforce instance and continues to support it on retainer.

California Client since 2020 3 engagements

The challenge

The firm needed a CRM that could hold planning and service activity in one place, and later wanted its other tools connected to it.

What Vantage Point delivered

  • Implemented Salesforce for advisory and client service teams
  • Delivered a change order expanding the original implementation scope
  • Connected third party automation tools to Salesforce through an integration
  • Provided ongoing professional services under a retainer

Platforms

SalesforceSales Cloud

Services

ImplementationIntegrationManaged services

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