Migrate from Wealthbox to Salesforce Financial Services Cloud
Upgrade from Wealthbox to Salesforce FSC with zero data loss. Our streamlined process leverages Wealthbox's modern API to deliver fast, accurate migrations for growing RIAs ready for enterprise-grade CRM.
Why Growing RIAs Migrate from Wealthbox to Salesforce
Wealthbox is a solid CRM, but scaling RIAs need enterprise-grade capabilities that only Salesforce provides
Limited Enterprise Features
Wealthbox lacks enterprise-grade capabilities like advanced AI, extensive customization, and sophisticated automation needed by growing RIAs
Scalability Limitations
As RIAs grow, they require more robust infrastructure, compliance tools, and enterprise integrations that Salesforce provides
Basic Workflow Automation
Wealthbox's automation is limited compared to Salesforce's Flow, Process Builder, and AI-powered capabilities
Advanced Reporting Needs
Growing firms need Salesforce's Einstein Analytics, custom dashboards, and sophisticated reporting capabilities
Our Wealthbox Migration Process
A streamlined 5-phase approach optimized for Wealthbox's modern API and data structure
Initial Discovery & Planning
We analyze your Wealthbox configuration including contacts, households, tags, workflows, projects, and integrations. Using Wealthbox's API, we audit data quality and volume, identify customizations, and create a detailed migration plan with timeline and resource allocation.
Salesforce Configuration & Field Mapping
Configure Salesforce Financial Services Cloud to match and enhance your Wealthbox structure. Map all fields, tags, and relationships. Design workflows that maintain familiarity while leveraging Salesforce's advanced capabilities for improved efficiency.
Test Migration & Quality Assurance
Execute test migrations using Wealthbox's API to extract data. Your team reviews migrated data in a Salesforce sandbox, testing all workflows, reports, and integrations. We refine the migration based on feedback until achieving complete approval.
Production Migration & Validation
Perform the final production migration during your scheduled window. Execute comprehensive validation checks, verify all data relationships, confirm integration functionality, and ensure system readiness before granting user access.
User Training & Ongoing Support
Deliver comprehensive training comparing Wealthbox and Salesforce workflows. Provide 30-day stabilization support including issue resolution, workflow optimization, and additional training. Document all processes for ongoing reference.
Why Choose Vantage Point for Your Wealthbox Migration
Specialized expertise in migrating modern RIAs from Wealthbox to Salesforce FSC
Zero Data Loss
Our proven methodology with Wealthbox API integration ensures 100% data integrity throughout migration
3-6 Week Timeline
Wealthbox's modern API enables faster migrations with comprehensive validation and testing
Smooth User Transition
Training designed specifically for Wealthbox users, highlighting improvements and maintaining workflow familiarity
Enhanced Capabilities
Migrate to superior automation, reporting, and integration capabilities while preserving your workflows
Complete Data Migration from Wealthbox
We migrate every aspect of your Wealthbox CRM to Salesforce Financial Services Cloud
Contacts & Relationships
- All contact records
- Household structures
- Tags and categories
- Relationship hierarchies
Projects & Tasks
- Active projects
- Completed tasks
- Task assignments
- Project milestones
Workflows & Automations
- Workflow analysis
- Enhanced automation
- Trigger recreation
- Process improvement
Activities & History
- Email history
- Notes and comments
- Meeting records
- Activity timeline
Documents & Files
- Client documents
- Email attachments
- File organization
- Access permissions
Integrations & Data
- Integration mapping
- Third-party data
- Custom field data
- Historical records
Frequently Asked Questions
Common questions about migrating from Wealthbox to Salesforce
How long does a Wealthbox to Salesforce migration take?
Wealthbox migrations typically complete in 3-6 weeks. Wealthbox's modern API and clean data structure allow for faster migrations compared to legacy systems. Timeline includes discovery (1 week), field mapping and configuration (1 week), test migration and validation (1-2 weeks), and production migration with training (1-2 weeks).
Will we lose our Wealthbox integrations after migration?
No, you'll gain more integration options. Most tools that integrate with Wealthbox also have Salesforce integrations with enhanced features. We help you transition integrations including financial planning tools, portfolio management systems, and compliance platforms, often resulting in improved functionality.
How do you handle Wealthbox's tag system in Salesforce?
We map Wealthbox tags to Salesforce's flexible tagging and categorization system. This can include custom fields, record types, or native Salesforce tags depending on your use case. The result is often more powerful segmentation and reporting capabilities than Wealthbox offers.
Can we keep our Wealthbox workflows in Salesforce?
Yes, we recreate your Wealthbox workflows in Salesforce, often with enhancements. Salesforce Flow provides more sophisticated automation capabilities than Wealthbox, allowing us to improve upon your existing processes while maintaining familiar workflows for your team.
What happens to our Wealthbox projects and tasks?
All projects and tasks migrate to Salesforce's task and project management capabilities. We map Wealthbox projects to Salesforce opportunities or custom objects as appropriate, preserving all task relationships, due dates, and completion status. The result is enhanced visibility and tracking.
Do you provide Wealthbox comparison training?
Yes. Our training explicitly compares Wealthbox and Salesforce workflows, helping users transition smoothly. We highlight where Salesforce improves upon Wealthbox capabilities and show users how to accomplish their daily tasks efficiently in the new system.
Ready to Migrate from Wealthbox to Salesforce?
Let's discuss your Wealthbox migration and create a streamlined plan for transitioning to Salesforce FSC