Our Mission

Financial advisors must incorporate technology, in order to stay relevant and competitive in the industry today.  For some, the process can be daunting -- even overwhelming, given the sheer variety of software options available.  Sometimes, the path between where you are and where you want to be can be unclear. 

Our mission is to act as your guide and implementation partner throughout the technology adoption process.  We can help you choose the best path forward -- by learning about how you do business, and identifying the best technology for your firm's specific needs.  Once the path is clear, we can assist you with implementation of your tech stack -- you can think of us as "tech sherpas", helping you reach your end goals.

areas of focus

  • Workflow development, customization and implementation
  • "Tech gap" identification -- what technology pieces your company may be missing
  • Data migration
  • Leveraging custodian relationships for reduced/free software costs
  • Peer-to-peer advisor technology mentoring
  • Data flow analysis between various financial software
  • Customer Relationship Management (CRM) software selection
  • Training for staff on new software integrations