A Connected Strategy Framework.
Our team of experienced consultants can leverage deep domain knowledge and technology expertise to deliver an integrated business and technology strategy for your institution's wealth business. Our collaborative and data driven approach is designed to help you achieve your business goals and generate tangible value. We believe that wealth technology solutions should create superior frictionless customer experiences while simultaneously enhancing operational efficiencies and lowering costs.
Services
We partner with you to work across the full spectrum of challenges facing financial institutions in the wealth management space.
Technology Roadmap & AssessmentsWe identify your business requirements and recommend the appropriate technology solutions and implementation process to fulfill your vision.
RIA LaunchLooking to launch your own RIA? Our team can help you cost effectively design, launch and grow an advisory business that reflects your value proposition.
Outsourced Product ManagerAn all-in-one product management service providing your team with expert, cost effective guidance and strategy. Take your project from inception to completion.
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Vendor Selection & ManagementWe evaluate your technology needs to design an objective request for proposal, recommend vendors, negotiate contracts, and streamline the implementation process.
Robo-Advisory / Digital AdviceDesign and implement automated or hybrid investment services that are tailored to your target market.
Business StrategyIdentify gaps or areas of weakness in existing technology and operations and receive recommendations for improvement with guidance on implementation.
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We would like to learn about your projects and how we might help.
Set up some time today to speak with one of our consultants.
Set up some time today to speak with one of our consultants.