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Client profile · Wealth Management

Turnkey support platform for independent advisors

A firm that provides tools, education, and operational support to independent advisors forming or running RIAs. Vantage Point implemented Salesforce and provides ongoing professional services.

West Client since 2019 2 engagements

The challenge

The firm needed a CRM to manage relationships with the advisors it serves and support its turnkey service model.

What Vantage Point delivered

  • Implemented Salesforce for the advisor support business in 2019
  • Provides ongoing Salesforce professional services under a retainer

Platforms

Salesforce

Services

ImplementationManaged services

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