Experienced Technology Consulting

After more than 20 years in the Financial Services Technology industry, we decided to alter direction. Now, we share our experience to help others design, build, and integrate for their businesses.  

Ask us about:

• Advisor CRM platforms
• Portfolio Accounting integrations
• Messaging and Communication
• Database and warehouse technology
• Networks and systems security

Our service includes a comprehensive consultation to help identify gaps and opportunities, a comprehensive report that includes a road map or project plan with timelines and milestones, a cost analysis, and a schedule. We also have great relationships with a number of quality companies that will help us get there quickly and smoothly. 

We believe that to serve your company best, we need to become a part of your team. That's where the name comes from.  You might need to outsource these services to us, but we will do it from the inside, as one of you.  Call us today, let us join your team.