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Services for

Financial Advisors
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Services for

Industry Technology Providers
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Services for

Corporate Financial Service Providers and Independent Financial Advisors Networks
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YOUR OPINION MATTERS

Client Experience

Business Consulting

Business Consulting

  • Technology Strategy
  • Vendor Selection
  • Strategic Support

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Data Management

Data Management

  • MI/BI Dashboards
  • Data Integrity and Migration
  • Integration and Connectors

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Market Research

Market Research

  • Advicetech Landscape
  • Competitor and Partner Analysis
  • Product Entry and Roadmap

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End-user Support

End-user Support

  • Reactive and Proactive Support
  • System and User Administration
  • Support Analytics

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Implementation and Adoption

Implementation and Adoption

  • Initial and Re-Implementation
  • Rollout and Training
  • Change Management

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Test and Release Management

Test and Release Management

  • UAT and Unit Testing
  • Release Deployment
  • Stakeholder Management

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everything you need to know

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