Wealth Management & Private Offices
Technology Consulting
for Investment Firms
We work with independent dealers, family offices, and private investment offices — providing technology consulting by a team with 25 years inside your systems.
0+
Years in Wealth Tech
0K+
Records Migrated
0+
Data Interfaces Built
What We Do
Solve the Problems. Fix the Systems.
Targeted solutions for dealer operations, compliance teams, and family office principals.
01
Back-Office Migration Consulting
Industry data shows roughly 80% of core banking migrations fail — typically due to incomplete or inconsistent data. We handle the full migration lifecycle, from data mapping through parallel runs and cutover, ensuring clean, validated records land in your new system on schedule.
Selecting the right wealth management platform is one of the most consequential technology decisions a firm can make. We provide independent evaluation across functional fit, regulatory alignment, integration capability, and total cost of ownership — so your firm makes an informed, defensible choice.
02
Vendor Selection & Requirements
03
Regulatory & Consolidated Reporting
Replace the spreadsheet chaos with real-time dashboards. For dealers: concentration limits, cash positions, KYC tracking. For family offices: consolidated views across custodians, alternatives, and private holdings.
Rate-of-return reports that actually make sense. TWR for liquid portfolios, IRR for private equity and real estate. We identify calculation errors, reconcile to source systems, and redesign reports that clients and compliance teams can trust.
04
Performance Reporting Fixes
05
CIRO Registration Tracking
Stop managing advisor registrations, CE credits, and licensing status in spreadsheets. A purpose-built web application designed with direct experience from dealer-level compliance operations.
Not the $500K enterprise version. A "good enough" secure portal for document sharing, consolidated reporting, and family communication — live in weeks, not years. Perfect for single-family offices or MFOs who need a principal-facing view.
06
Client & Family Portal MVP
07
Data Quality Audit
A pre-audit deep dive into your client data that identifies duplicates, missing fields, stale records, and compliance gaps — with a prioritized remediation plan.
Your advisors hate the system. Your clients can't find their statements. We audit the workflows that matter — client portals, advisor dashboards, back-office screens — and redesign them so people actually use them.
08
User Experience Consulting
09
Client Onboarding Design
New account opening shouldn't take three weeks and twelve forms. We map your current onboarding flow, find the friction, and design a streamlined process — KYC, account agreements, risk profiling, and funding — that clients actually complete.
Track Record
25 Years Inside Your Industry
We're not a marketing agency that "also does financial services." Our career has been spent inside wealth management technology — building the systems you use every day. From dealer back-offices to private banks to single-family offices.
Data migrations. Regulatory reporting. Trading systems. Performance calculations. SWIFT payments. We've done this at the banks and the vendors.
CI Investments
PM / Business Analyst
BMO Nesbitt
Sr. Business Analyst
Credit Suisse
Implementation Mgr
Temenos
Principal Consultant
Deutsche Bank
Report Design
Itaú Private Bank
Analysis & PM
BCP Peru
Team Lead
RBC
Subject Matter Expert
Contact
Let's Talk About Your Systems
No sales pitch. Just a conversation about what's broken and whether we can help fix it.
Projects from $10K. Retainers from $1.5K/month.
Halifax
Toronto
New York
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