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Client profile · Wealth Management

Fee-only RIA serving professionals and families

A fee-only financial advisory firm that engaged Vantage Point through a Salesforce professional services retainer for ongoing support.

North Carolina Client since 2021 1 engagement

What Vantage Point delivered

  • Engaged on a Salesforce professional services retainer
  • Provided ongoing support and configuration work for the advisory team

Platforms

Salesforce

Services

Managed services

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