Our Work

Samples of Our Technology, Operations, and Marketing Work for RIAs

Crafting a Marketing Strategy for Investment Advisors

With increased competition coming from all directions, it’s critical now more than ever for investment advisory firms to really define who they are so their target markets will draw the desired conclusions when evaluating potential investment managers. This method of …

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Investment Advisor Website Redesign

Integrating web development with media creation for increased client engagement

Few would debate the notion that we live in a media-driven world today. So when one of our clients approached us to discuss options to redeploy the firm’s website, the topic at the top of our list was media generation. …

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A Fully Customized CRM Platform

We provide our client with a more user friendly option

We’ve been fans of Microsoft’s Business Contact Manager product since its launch, even though it was riddled with idiosyncrasies that limited the product’s initial appeal. But the idea of a customizable CRM package operated entirely within Microsoft Outlook was good …

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Cost Basis Reconciliation

Adding value through custom Axys reporting

January 1, 2011 marks an important day for the advisor/client/custodian relationship. Beginning on this date, custodians will be required to report the adjusted cost basis of sold securities, including whether the gain or loss is short- or long-term, to the …

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