Skip to content

Client profile · Wealth Management

National retirement and wealth advisory firm

A retirement and wealth advisory firm that consolidated advisor teams onto Salesforce Financial Services Cloud, with Vantage Point delivering migrations, upgrades, and custom development.

Midwest Client since 2020 13 engagements

The challenge

Growth through acquisitions left advisor teams on separate Redtail databases, with no single view of clients across the retirement and wealth business.

What Vantage Point delivered

  • Migrated multiple advisor teams from Redtail to Salesforce Financial Services Cloud
  • Performed phased data migrations as additional advisor teams onboarded
  • Upgraded the firm's existing Financial Services Cloud implementation
  • Built a custom trade case and user wizard with automated flows
  • Configured Conga Composer document generation within Financial Services Cloud

Platforms

SalesforceFinancial Services Cloud

Services

MigrationImplementationOptimizationCustom development

Similar clients

Desk of a fee-only financial planning office with laptop, binders, and calculator in soft natural light Fee-only RIA

Fee-only registered investment adviser

Midwest · Since 2019 Wealth management conference room with printed reports and a city skyline at dusk Wealth management RIA

Wealth management firm serving high net worth families

California · Since 2021 Modern wealth management office desk with financial documents and laptop in soft daylight Wealth management firm

Wealth management firm serving individuals and families

Northeast · Since 2020 Advisory office desk with leather portfolio folder, pen, and tablet showing abstract charts Investment advisory firm

Independent investment advisory firm

Texas · Since 2019

We do not publish client names. Every profile on this page describes a real Vantage Point client, written from our CRM records with identifying details removed. Image is illustrative. Salesforce, HubSpot and other product names belong to their owners. Browse all clients →