Professional Services:

Our talented team of business and technical analysts each average over ten years of broker/dealer experience.  Let us help you excel.

  • Compensation and Incentive Plan Implementation:  From configuration to testing our team will provide the training and consultation your business representatives need to ensure your plans are administered accurately
  • Technology integration:  Our software provides an array of solutions and we readily integrate with other platforms to provide a orchestration of services to your Advisors.
  • Business Process Analysis:  Our business and technical analysts apply process management techniques to document your business and technical blueprint and help you design a roadmap for achieving your desired end-state.
  • Project Management Office (PMO):  Our PMO team will partner with your business and project professionals to ensure timely and efficient success from implementation to other projects we may support for you.
  • Training:  Our training team will partner with you to help you meet your enterprise learning requirements.  We deliver the documentation and training your staff and advisors need from the early days of implementation and beyond.
  • Data Management:  Over our 35 years of working with diverse retail and institutional broker/dealers, clearing firms and Investment Advisors, we have gained unique insight into data management that is present in our data reconciliation and analysis tools. Our data specialists can help you repair and control this mission critical area of your business.
  • Software Development:  If your technology plan calls for customized solutions, our software development team has the rare blend of information technology expertise and deep broker/dealer business knowledge to help you succeed.