Salesforce & HubSpot Experts for RIAs and Wealth Managers
Vantage Point helps wealth managers and RIAs streamline client relationships, automate compliance, and scale their practice with the right CRM platform — whether that's Salesforce Financial Services Cloud or HubSpot.
Challenges Facing Wealth Managers
Fragmented Client Data
Client information scattered across multiple custodians, planning tools, and spreadsheets creates inefficiencies and compliance risks.
No Household View
Inability to see complete household relationships, total AUM, and cross-selling opportunities across family members.
Manual Compliance Tracking
SEC/FINRA requirements demand meticulous documentation, but manual processes are error-prone and time-consuming.
Poor Advisor Adoption
Complex systems that don't fit advisor workflows lead to low adoption and incomplete data capture.
Our Approach to Wealth Management CRM
We help wealth managers select and implement the right CRM platform based on your firm's size, complexity, and growth trajectory. There's no one-size-fits-all — we match the solution to your needs.
Salesforce Financial Services Cloud
Best for: Firms managing $500M+ AUM or with complex compliance needs
Financial Services Cloud with household modeling and relationship mapping
Compliant client communication tracking (SEC/FINRA)
Best for: Growing RIAs, solo advisors, firms prioritizing marketing automation
Streamlined contact and deal management
Marketing automation for prospect nurturing
Email sequences for client onboarding
Reporting dashboards for pipeline visibility
Key Capabilities
Household Wealth Aggregation
Unified view of all accounts, holdings, and relationships across the entire household with automated data aggregation.
Client Onboarding Automation
Streamlined digital onboarding with e-signatures, document collection, and automated account setup workflows.
Referral & COI Management
Track referral sources, centers of influence, and professional networks to maximize business development.
Compliance Tracking
Built-in compliance workflows for ADV disclosures, best interest documentation, and regulatory reporting.
Expected Outcomes
Wealth management firms that implement CRM with Vantage Point typically achieve:
360°
Client View Complete household visibility
50%
Time Saved On compliance documentation
8-16
Week Implementation For Salesforce FSC
4-8
Week Implementation For HubSpot CRM
Who We Serve
We work with wealth management firms across the spectrum:
Registered Investment Advisors (RIAs)
Independent Broker-Dealers
Multi-Family Offices
Hybrid Advisors
Solo Practitioners
Frequently Asked Questions
Common questions about CRM solutions for wealth management firms
How does Financial Services Cloud differ from standard Salesforce?
FSC is built specifically for financial services with pre-built data models for households, financial accounts, and goals. It includes wealth-specific features like client financial profiles, relationship mapping across households, and financial deal tracking that would require extensive customization in standard Salesforce.
What integrations are essential for wealth management firms?
Key integrations include custodial platforms (Schwab, Fidelity, Pershing), portfolio management systems (Orion, Black Diamond, Tamarac), financial planning tools (MoneyGuidePro, eMoney), and compliance/document management systems. We have experience with all major wealth tech platforms.
How do you handle data migration from legacy systems?
We follow a structured migration process: data audit and mapping, cleansing and deduplication, test migration with validation, and final cutover with verification. We've migrated firms from Redtail, Wealthbox, Junxure, and custom databases while preserving historical data integrity.
Can you support multi-custodial environments?
Yes, we specialize in multi-custodial setups. We configure account structures and data flows to aggregate holdings across custodians while maintaining proper data segregation and reconciliation capabilities.
What ongoing support do you provide post-implementation?
We offer Managed Services packages including administrator support, user training, enhancement development, and strategic roadmap planning. Many wealth management clients retain us for ongoing optimization as their practice grows and regulatory requirements evolve.
Ready to Transform Your Wealth Management Practice?
Schedule a consultation to discuss your firm's CRM needs. We'll help you choose the right platform and implementation approach for your growth goals.
Ready to grow your company to the next level?
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