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Client profile · Wealth Management

Fee-only RIA serving physicians

A fee-only RIA serving physicians and their families with financial planning. Vantage Point provides ongoing Salesforce optimization and support under a retainer.

Oregon Client since 2020 2 engagements

The challenge

The firm's existing Salesforce org needed refinement to better fit its advisory workflows.

What Vantage Point delivered

  • Assessed the firm's existing Salesforce configuration and identified improvements
  • Delivered configuration optimization through a scoped change order
  • Provided ongoing Salesforce support and administration under a retainer

Platforms

Salesforce

Services

OptimizationManaged services

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