Vantage Point

Marketplace Apps

12+ custom apps built for the Salesforce, HubSpot, and Slack ecosystems

12 of 12 apps

RecordIQ

Salesforce AppExchange

Data Quality & Analytics

AI-powered data intelligence for Salesforce providing real-time data quality scoring, adoption tracking, and actionable insights.

Real-time data quality analysis
User adoption dashboards
AI-powered recommendations
Contact for pricing

Field Set Component

Salesforce AppExchange

UI/UX Enhancement

Lightning Web Component for dynamic, configurable field display with intelligent branding and security compliance.

Dynamic fieldset support
Org branding integration
FLS security compliant
Contact for pricing

Dynamic Forms

Salesforce AppExchange

Forms & Data Entry

Enterprise-grade form builder with metadata-driven configuration for complex data collection workflows.

Metadata-driven configuration
Record type support
Field set integration
Contact for pricing

Advanced Data Table

Salesforce AppExchange

Data Visualization

Excel-like data table component with advanced filtering, sorting, and export capabilities for Salesforce.

Excel-style filtering
Smart sorting
CSV export
Contact for pricing

Salesforce-Slack Deal Alerts

Slack App Directory

Communication

Custom Slack application for real-time Salesforce opportunity and deal notifications.

Real-time deal updates
Customizable alerts
Channel routing
Custom implementation

HubSpot Compliance Review Workflow

HubSpot Marketplace

Compliance

Automated compliance review workflow for financial services marketing communications.

Pre-publish review
Approval workflows
Audit trails
Custom implementation

HubSpot-FSC Contact Sync

HubSpot Marketplace

Integration

Bidirectional contact synchronization between HubSpot and Salesforce Financial Services Cloud.

Real-time sync
Field mapping
Household support
Custom implementation

Intelligent Document Processor

Salesforce AppExchange

AI & Automation

AI-powered document data extraction for automatic Salesforce record creation from PDFs and forms.

Document OCR
Field extraction
Smart mapping
Starting at $20K

Client Portal Accelerator

Salesforce AppExchange

Experience Cloud

Pre-built client portal template for financial services with document sharing and secure messaging.

Secure document vault
Client messaging
Account dashboards
Contact for pricing

Financial Services Compliance Calendar

Salesforce AppExchange

Compliance

Automated compliance calendar and task management for SEC, FINRA, and state regulations.

Regulatory deadlines
Task automation
Team notifications
Contact for pricing

Advisory Meeting Scheduler

Salesforce AppExchange

Productivity

Integrated meeting scheduling for financial advisors with client portal and calendar sync.

Client self-scheduling
Calendar integration
Email reminders
Contact for pricing

Advanced Household Management

Salesforce AppExchange

Financial Services

Enhanced household relationship management for complex family structures and multi-generational planning.

Complex household structures
Multi-generational views
Relationship mapping
Contact for pricing

Need a Custom App?

We build custom Salesforce, HubSpot, and Slack applications tailored to your needs