We are a full stack advisory firm assisting Investment Advisors and other companies across a broad spectrum of business areas
OPERATIONS
Process Review & Improvement
Reconciliation
Business Continuity Planning
Risk Management
Outsourced COO
TECHNOLOGY
Infrastructure Design & Improvement
Systems Selection
Systems Implementation
Systems Integration
Information Security Program Design & Monitoring
Cybersecurity
Custom Reporting
Outsourced CTO
COMPLIANCE
Compliance Program Development & Review
Ongoing Compliance Monitoring
AML/KYC
Outsourced CCO
OTHER
Due Diligence Preparation
Fund Accounting
Management Company Accounting
Investor and Board Reporting
Fund Formation and Liquidation
Vendor Management
Contract Negotiation & Review