Financial Services
What follows is a list of some of the many areas we can address in your practice operations:
Client Relationship Management (i.e. Advisors Assistant, Junxure, RedTail, IAS, Goldmine, ProTracker, etc.)
Financial Planning (i.e. Naviplan, Profiles, MoneyGuide Pro, MoneyTree, etc.)
Document Management (Laserfiche, PaperPort, Docushare, DocuXplorer, Lacerte, etc.)
Portfolio Management
Other software
Business Continuity Planning (BCP)
Business Succession Plans
Compensation, Stock Ownership and Bonus Plans
Advisor agreements
Non-disclosure, non-solicitation, non-compete agreements
Office Design consulting/space planning/lease negotiation support
Management systems, coaching, training
Technology design, consulting, install support (work with third-party technology partners)
And much, much more!
One of the most effective ways to keep your business operations working at peak efficiency is by using our Review and Monitoring Services. We will work with you and your staff to ensure that the systems, procedures, equipment and techniques employed to increase efficiency continue to provide the highest levels of efficiency and profitability. For details, click on pricing below.
All of the above and more can and will be customized to fit your specific situation and needs. All of the above should be preceded by our evaluation services. We evaluate your practice to understand the unique aspects of what you do, how you do it, how you got to this point in your practice and what the current condition of the practice is. The result is a detailed report on your business that will provide an in-depth study of all aspects of your firm with specific recommendations on how you may wish to pursue efficiencies.
