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CRM Solutions for Regulated Industries. Senior Experts. Every Engagement. Every Time.
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Dedicated accelerators for Einstein, Agentforce, and Data Cloud. Active delivery, measurable outcomes.
Product Description
About this Product
- Senior-only, AI-augmented delivery — projects ship in weeks
- Salesforce FSC, Data Cloud, Agentforce & full HubSpot suite
- Deep integrations: Schwab, core banking, MuleSoft
About Vantage Point
Vantage Point is a senior-led, AI-augmented Salesforce and HubSpot consulting firm built for RIAs and other regulated industries. Founded by a former financial services COO, we partner with advisory firms to design, implement, and optimize CRM platforms — including Financial Services Cloud, Data Cloud, Agentforce, MuleSoft, and the full HubSpot suite. Every engagement is staffed exclusively with senior, certified consultants, with AI embedded directly into delivery so projects ship in weeks rather than months. The consultant who scopes your project is the one who delivers it. Track record: 400+ engagements, 150+ clients, 4.71/5.0 satisfaction, 95%+ retention, Inc. 5000 honoree three consecutive years. Deep integration experience across Schwab and other custodial platforms.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.