Salesforce for Wealth Management Firms & RIAs
Transform how your advisors manage client relationships, integrate custodial data, and deliver personalized wealth management experiences. Purpose-built Salesforce Financial Services Cloud solutions for independent RIAs, broker-dealers, family offices, and multi-family office aggregators.
Who We Serve in Wealth Management
Specialized solutions for every segment of the wealth management industry
Independent RIAs
Registered Investment Advisors managing $100M to $5B+ in assets seeking to enhance advisor productivity and client experience.
Broker-Dealers
Firms with advisor networks requiring centralized operations, supervision, and consistent client experiences across multiple locations.
Family Offices
Single and multi-family offices ($500M+ AUM) managing complex relationships, alternative investments, and multi-generational wealth.
Multi-Family Office Aggregators
Firms consolidating multiple practices with standardized technology, centralized reporting, and scalable operations.
Comprehensive Wealth Management Solutions
From custodian integration to compliance management—we solve the unique challenges of wealth management firms
Junxure to Salesforce FSC Migration
Complete data migration from legacy CRM systems to modern, cloud-based Salesforce Financial Services Cloud with zero data loss and minimal disruption.
Multi-Custodian Data Aggregation
Real-time synchronization of client account data, holdings, and transactions from multiple custodial platforms into a unified Salesforce environment.
Household Relationship Management
Sophisticated modeling of complex family structures, trusts, entities, and multi-generational relationships with complete relationship mapping.
Advisor Productivity Dashboards
Mobile-optimized interfaces providing advisors with real-time client information, upcoming tasks, and actionable insights wherever they work.
Regulatory Compliance Management
Built-in compliance workflows for SEC Rule 17a-4, FINRA supervision requirements, and state securities regulations with complete audit trails.
Client Portal & Digital Onboarding
Secure client portals with DocuSign integration enabling paperless onboarding, digital signatures, and self-service account access.
Portfolio Management Integration
Seamless connections to portfolio accounting, performance reporting, and financial planning systems for comprehensive wealth management.
Technology Integration Ecosystem
We integrate with every major wealth management platform and custodian
CRM Platform
Custodian Integration
Portfolio Management
Financial Planning
Compliance & Archiving
Document Management
Plus integrations with alternative investment platforms, trust accounting systems, insurance policy management, and hundreds of other wealth management technologies.
Built for Financial Services Compliance
Comprehensive compliance features designed specifically for SEC, FINRA, and state securities regulations
SEC Registration & Reporting
FINRA Supervision
State Securities Compliance
Communication Archiving
Why Wealth Management Firms Choose Vantage Point
Deep Industry Expertise
We speak your language. Our team understands custodian feeds, household structures, performance attribution, and the nuances of wealth management operations.
Compliance-First Approach
Every solution we build incorporates SEC, FINRA, and state securities compliance requirements from day one. We build audit trails into every process.
Proven Integration Excellence
We've integrated with every major custodian, portfolio management system, and financial planning platform. Your data flows seamlessly.
AI-Powered Advisor Productivity & Client Experience
Financial advisory firms are leveraging AI to scale advisor capacity, deliver personalized client experiences, and compete with larger firms—without adding headcount.
HubSpot Breeze AI for RIA Marketing
Generate content, score leads, automate outreach
Salesforce AgentForce for Client Service
AI agents handle routine client inquiries 24/7
Not Sure Which AI Solution is Right for Your Firm?
Our AI Strategy Consulting helps RIAs assess AI readiness, prioritize use cases, and choose between Breeze AI, AgentForce, and other AI platforms based on your firm's size, complexity, and goals.
Ready to Transform Your Wealth Management Technology?
Schedule a consultation to discuss your specific needs. We'll show you how firms like yours are leveraging Salesforce to deliver exceptional advisor and client experiences.