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Client profile · Wealth Management

Fee-only RIA serving individuals and families

A fee-only registered investment advisor serving individuals, families, and business owners. Vantage Point implemented Financial Services Cloud and built workflow automation for the advisory team.

Texas Client since 2019 3 engagements

What Vantage Point delivered

  • Implemented Financial Services Cloud for advisors and client service staff
  • Built workflow automation for recurring client service processes
  • Delivered a follow-on phase of Salesforce implementation work

Platforms

SalesforceFinancial Services Cloud

Services

ImplementationOptimization

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