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Client profile · Wealth Management

Wealth management firm serving individuals and families

A wealth management firm serving individuals and families from multiple US offices. Vantage Point migrated data to Salesforce, moved the firm to Lightning, integrated Outlook, and provides ongoing optimization and support.

Northeast Client since 2020 4 engagements

The challenge

The firm needed to move off a legacy advisor platform and modernize its Salesforce instance.

What Vantage Point delivered

  • Migrated advisor data from a legacy platform to Salesforce
  • Moved the firm from Salesforce Classic to Lightning Experience
  • Integrated Salesforce with Outlook for email and calendar
  • Delivered ongoing optimization and support hours
  • Provided additional support through change orders

Platforms

Salesforce

Services

MigrationIntegrationOptimizationManaged services

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