Vantage Point
Back to Use Cases
Wealth Management

Collaborative Financial Planning

Complexity
High
Timeline
10-14 weeks
Outcomes
4+

Challenge

Disconnected financial planning tools from CRM creating duplicate data entry, version control issues, and lack of visibility into plan status and client progress toward goals.

Solution

Integrate financial planning software (eMoney, MoneyGuidePro, RightCapital) with Salesforce FSC to sync goals, plans, and progress tracking directly within the CRM interface.

Key Outcomes

  • Eliminated duplicate data entry between systems
  • Real-time visibility into client goal progress
  • 56% improvement in financial plan adherence
  • Unified advisor desktop for all planning activities

Tags

financial-planningintegrationwealth-managementgoal-trackingfsc

Discuss Your Needs

Let's create a custom solution for your business.

Implementation Timeline

10-14 weeks
High Complexity

Related Services

Learn More

Similar Use Cases

Junxure to Salesforce FSC Migration
8-12 weeks
Multi-Custodian Account Aggregation
12-16 weeks
Advisor Desktop Modernization
10-14 weeks

Looking for a Similar Solution?

Let's discuss how we can address your unique challenges.