Search
Search

 

Link

Operations Assessment

We place your investment in the right direction to ensure your operations are an essential part of your firm’s success

LEARN MORE



Link

Technology Evaluation & Selection

Solutions aren’t derived from a standard survey or checklist. Without vendor allegiances, we only have your firm’s best interest in mind

LEARN MORE



Link

Implementations & Conversions

A successful implementation and conversion relies on having a firm-wide project plan, not just relying on the vendor’s project plan

LEARN MORE


 

AS SEEN IN


INSIGHT & ADVICE


Upgrading Technology Should Mean Improving Clients’ Experience

Changing technology isn’t the endgame

Get Your Data House in Order

Big data doesn’t often translate to quality data. Here’s how to make sure it does.

Speaking at CFA Society - LA “The Current and Future State of Wealth Management: The Transformative & Disruptive Aspects of Technology”

Join us on Wednesday, 12/4 in Los Angeles

RSS

Theme picker

©2017 Susan Glover and Associates Terms Of Use Privacy Statement
Back To Top