Experience Matters.

Your WealthTech
Transformation Partner

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How We Consult

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Strategy Consulting

For wealth firms that have outgrown their legacy systems and need to scale, we work as your strategic partner to improve your firm's digital client journey across eight areas of expertise: CRM, Portfolio Management, Reporting, Tech Infrastructure, Financial Planning, Account Management, Digital Experience and Data Architecture. Our research-based approach highlights industry and institutional-specific gaps to help differentiate and drive our partners forward.

Outsourced CTO

Our proprietary all-in-one retainer solution, Outsourced CTO (OCTO), is a flexible and fully customizable technology implementation solution that provides C-level oversight, management and implementation for high-growth organizations looking to innovate within their firm. OCTO clients have access to our entire bench of expertise and solutions at a fraction of the cost to hiring in-house.

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