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Client profile · Wealth Management

Fee-only RIA serving individual clients

A fee-only registered investment advisor brought in Vantage Point to implement Salesforce for its advisory practice.

Texas Client since 2019 1 engagement

What Vantage Point delivered

  • Implemented Salesforce for a small advisory practice
  • Set up the org to support the firm's client and prospect records

Platforms

Salesforce

Services

Implementation

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