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Client profile · Wealth Management

Multi-family office and wealth advisory firm

A family office and wealth advisory firm providing asset management and financial planning to individuals and businesses. Vantage Point integrated its portfolio accounting system with Financial Services Cloud.

Florida Client since 2019 1 engagement

The challenge

Advisors were working across two systems and needed portfolio data to sit alongside client records in Salesforce.

What Vantage Point delivered

  • Integrated a portfolio accounting platform with Financial Services Cloud
  • Aligned client household records with portfolio account data
  • Gave advisors a single view of client and holdings information

Platforms

SalesforceFinancial Services Cloud

Services

Integration

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