Financial Services
Enhancing operational efficiency. For the business, and for your advisors.
Our team has hundreds of person-years of business and technology expertise in the brokerage industry. We provide architecture, system and business analysis, software development, testing, and project management for Broker Dealers, RIAs, and Custodians.
Our knowledge of challenges related to acquisition integration, data aggregation and/or migration, and back-office conversion logistics have helped many leading firms speed up their projects and avoid costly mistakes.