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Client profile · Wealth Management

Wealth advisory firm serving individual clients

A small wealth advisory firm. Vantage Point integrated Salesforce with Orion to connect portfolio data and client records.

California Client since 2023 1 engagement

The challenge

The firm needed its portfolio management system to connect with Salesforce.

What Vantage Point delivered

  • Integrated Salesforce with Orion for portfolio and client data

Platforms

Salesforce

Services

Integration

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