Services

Do you need to automate one of your business processes like client reporting or management fee billing? Sometimes custom software development works best for processes that are unique to your business.

Over the long term a software development project can be more cost-effective than purchasing an 'off-the-shelf' system that may not be the best fit for your business and usually requires you to adapt to it, rather than the other way around.

Let us know what your need is. Most likely we can develop a solution to achieve your goal.

Trying to establish the best technology strategy for your firm? With all the advances and new products in the FinTec world, this task is more difficult than ever. What is the most effective way to spend your IT dollars? 

No need to hire a 'tech expert, but having a 'technology resource' available to your firm with experience in these kind of questions and decisions can be a smart investment for your firm. Let us help you with:

• establish a technology roadmap for your firm
• evaluate, select and implement cost-effective technology solutions
• Review your current technology stack against your goals and objectives

Technology integration is key to unlocking scale & productivity.

• Is your firm's portfolio management and trading systems meeting your needs as well as you would like?  
• Can your CRM and PMS talk to each other?  
• Does your firm enter the same data into different systems on a regular basis?