Vantage Point Consulting | Salesforce Partner for Financial Services

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SS&C Advent Integration with Salesforce

SS&C Advent

  • Integrating SS&C Advent with Salesforce provides a powerful advantage that enables RIAs and wealth managers to anticipate clients’ needs and take action.

  • Portfolio Management & Reporting Software

  • Asset Management

  • Wealth Management


Looking to integrate SS&C Advent with Salesforce? Let’s talk!