Expertise

With over 150 years of combined retirement industry experience, our retirement technology consultants have covered all aspects of defined contribution processing and related technology implementations. With a strong technology background and our extensive experience in the wealth management industry, we are able to provide technical solutions that are tailored specifically for retirement processing.

Most consulting companies, no matter how big they are, find it difficult to understand the domain and much of their time is spent on figuring out the business processes before they start working on the technology solutions.

Our extensive knowledge of the wealth management industry enables us to dwell directly into solving technology problems, saving both time and money by avoiding a steep learning curve. Our architects and solution engineers understand how automatic rebalancing works; they know the details of eligibility and its impact from payroll processing to account setups to trading. Such knowledge helps us give our clients a better solution that is tailored to their particular business needs and based on how they have established their plans and client relationship.