How We Can Help

What follows is a list of some of the many areas we can address in your practice operations:

Installation and customization of Computer Software:

  •    Client Relationship Management (i.e. Junxure, RedTail, IAS, Goldmine, ProTracker, etc.)

  • Financial Planning (i.e. Naviplan, Profiles, MoneyGuide Pro, MoneyTree, etc.)

  • Document Management (Laserfiche, PaperPort, Docushare, DocuXplorer, Lacerte, etc.)

  • Portfolio Management

  • Other software

Staff Training on software, technology, procedures, and communications

Website Consulting and Design

Customized documents/agreements:

  • Business Continuity Planning (BCP)

  • Business Succession Plans

  • Compensation, Stock Ownership and Bonus Plans

  •  Advisor agreements

  •  Non-disclosure, non-solicitation, non-compete agreements

Office Design consulting/space planning/lease negotiation support

Management systems, coaching, training

Technology design, consulting, install support (work with third-party technology partners)

And much, much more!