Who We serve
- Enterprise Wealth & Financial Planners
- RIAs, Broker-Dealers & Banks
- Model Managers
- Fintech Vendors
What we do
- Leverage personalized portfolio insights to:
- Create competitive advantage for advisors
- Reinforce advisor's value proposition
- Enabling personalization at scale
- Technology platform modernization
- Strategic planning - current state analysis, target state & roadmap
- Data strategy
- Product integration strategy