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Client profile · Wealth Management

Fee-only RIA serving high-net-worth families

A small wealth management firm serving high-net-worth families and professional services firms. Vantage Point migrated its Salesforce org and provides ongoing retainer support.

New York Client since 2021 2 engagements

The challenge

The firm needed to move its Salesforce metadata and data to a new org without disrupting advisory work.

What Vantage Point delivered

  • Migrated Salesforce metadata and data to a new org
  • Provided ongoing retainer support for Salesforce administration
  • Handled change orders for added monthly hours

Platforms

Salesforce

Services

MigrationManaged services

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