Services designed for wealth management firms.
TechCheck
Whether you are looking to grow, scale, sell or expand your business, we will run a comprehensive diagnostic of your technology and operations to provide an independent and bias-free assessment of what is working and what could work better.
DiligenceEdge
Whether you are looking to use new products or keep up with your existing partnerships, we give you peace of mind to make the best decision for your business. Our diligence process is tailored to your business, so no boilerplate checklists and reports here.
SmartStack
Ever wondered if you have the best collections of tools, products and services for your business? Have you decided to upgrade your systems but need help choosing the best technology and products for your needs? We have the expertise to work out the best stack for you and your clients, and the network to get you the best outcome.
CTOSuite
Do you need a partner who can fully manage all of your technology needs? Looking for an experienced individual who understands the operational nuances of the wealth management ecosystem. We provide enterprise-grade build and operate expertise for a fraction of the cost of a full-time resource.
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