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Add-on · Migration · Optimize

Advisor Book Migration

One joining advisor's book, up to 100 client relationships, moved from Wealthbox, Redtail or a spreadsheet into your existing FSC or Sales Cloud records with households established.

$4,500 · EU pricing on request

What you get

  • Up to 100 client relationships from Wealthbox, Redtail or a spreadsheet
  • Field-mapping workbook signed off before load
  • Match-and-update on Tax ID or email, no duplicate records
  • Sandbox sample load, then production load with reconciliation
  • Households established

Scope

Included

  • 30-minute discovery with the joining advisor
  • Field-mapping workbook with picklist reconciliation, signed off before any load
  • Match-and-update on Tax ID or email into existing FSC or Sales Cloud records
  • Sandbox sample load, then production load with count reconciliation
  • Households established
  • Post-load reconciliation summary

Standard on every implementation

  • A named senior consultant from kickoff to go-live; no junior staff and no offshore hand-off.
  • Kickoff workshop (up to 2 hours) and a written project plan with dates.
  • Weekly 30-minute status call and a written weekly status.
  • Discovery and design sessions as listed per package; a written design summary approved before build.
  • Build in a sandbox, test portal or development workspace where the platform supports one, then deployment to production.
  • Unit testing by Vantage Point; one UAT cycle supported; one round of fixes for defects against the approved design.
  • Admin documentation: configuration log, runbook, and a field/object or property dictionary for what we built.
  • The training sessions listed per package, delivered remotely and recorded; a training guide for each audience.
  • 30 days of hypercare after go-live: defects in delivered scope are fixed at no charge; enhancements go to the optional post-go-live block.
  • Definition-of-done checklist signed by the client.

Not included

  • Files and attachments
  • Email or calendar history
  • Org configuration
  • Training
  • Books over 100 relationships (org migration add-on)

Always outside a fixed-scope package

  • Software licences, credits, add-ons, apps, connectors, and vendor support.
  • Custom code (Apex, LWC, Visualforce, HubSpot custom modules or apps, serverless functions, API services).
  • Data cleansing, deduplication, enrichment or transformation beyond the record counts and rules listed; data is loaded as the client provides it.
  • Integrations not named in the package, and any work inside third-party systems.
  • Content: copywriting, design, imagery, email or page templates beyond the numbers listed.
  • Training beyond the sessions listed, training for staff hired after go-live, and in-person training.
  • Legal, compliance or regulatory approval; we configure controls, the client's compliance team approves them.
  • Administration after the 30-day hypercare (sold as Support).
  • Additional UAT cycles caused by changes to approved requirements.
  • Work outside business hours (US Central or EET by client region), on-site work and travel.
  • Performance or load testing, penetration testing, and accessibility audits.
  • Licence negotiation, vendor contract changes, and vendor-side configuration we cannot access.

What you provide

  • Advisor availability for discovery
  • Wealthbox or Redtail export access
  • Tax ID or email populated on both sides
  • A project owner with decision authority, available 2 to 4 hours a week.
  • Licences in place, admin access, and a sandbox or test environment by kickoff.
  • Subject-matter experts for each process in scope, available for workshops.
  • Source data exported in the agreed format by the date in the project plan.
  • Answers, design approvals and UAT sign-off within 3 business days of each request.
  • Their own users' availability for training sessions.
  • Compliance and legal review of any client-facing content, messaging or AI output.

Assumptions

  • The client holds the edition and licences named in the package (for example Salesforce Enterprise or above; HubSpot Professional or above).
  • One production org, portal or workspace, one business unit, one currency and one language unless the package says otherwise.
  • Source data is in a single, exportable system and needs no reconstruction.
  • Work is delivered remotely, in English.
  • Timelines start when access is granted and run continuously; client-side delays extend them.

Done means

Acceptance: Record counts reconcile with exclusions documented and client spot checks pass, or 5 business days after production load without written notice of a material defect.

Price and change control

  • The price is fixed for the scope above. It does not change unless you change the scope.
  • Anything not listed as included is a change. Changes are written up, priced and approved by you before we do them.
  • Software licences, subscriptions and third-party fees are bought by you from the vendor and are never included.
  • 30 days of hypercare after go-live is included. Ongoing support is available as a block of hours, retainer or managed service.
  • EU and UK clients: euro pricing on request; VAT is added where applicable.

Frequently asked questions

How long does an advisor book migration take?

Three to four weeks from discovery to production load, timed to the advisor's start date.

What if the book is bigger than 100 relationships?

Larger books, or several advisors at once, are the Salesforce org migration add-on, quoted by record volume.

Package VP-ADD-BOOKMIG · scope last reviewed October 2, 2026 by the Vantage Point team. All Assess & add-ons packages → Print this scope