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Technology Services for your Financial Services Firm

You are an expert at providing financial literacy, let us be your expert for technology.

When there are more time sensitive tasks in your day, let us help you get back to what is important. In the financial industry, we have found there are simple ways to streamline your processes using technology – leaving you with less headaches and your clients with better overall experiences.

By digging deeper into your business processes, we have found that many financial services firms can be operating more efficiently and effectively.

Proud Members of

Proud Members of

The Financial Planning Association

What we dig into:

Client Onboarding + Intake:  

  • How do new clients reach out to you? 
  • How do you collect new client information? 
  • How do you gather brokerage(s) account information?  
  • How do you collect client documentation?  

Client Management: 

  • How do you schedule monthly or quarterly client follow-ups? 
  • How does your team communicate internally about clients? 
  • How do you run financial and performance reports for clients? 
  • How does your team know where to look for a specific client and internal documents? 

Client Offboarding: 

  • How do you collect payment? 
  • How do you transfer records? 
  • How do you continue communication with past clients? 

Our Solution

The questions above are just the start of our deep-dive tech assessment. This is a comprehensive review of your current processes and technologies along with personalized recommendations specific to your business and your budget.  

We know your technology

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Ready to make life easier? 

Schedule a free consultation with us to get started.