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DEVELOPING INNOVATIVE STRATEGIES
ACHIEVING RESULTS
WHAT WE DO
Business Management Consulting and Advisory Services
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We assist our clients to achieve results that are in line with their mission, values and goals.
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We suggest improvements in processes and procedures that are consistent with your business objectives.
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We assess your organization's capabilities and readiness for change.
We have functional knowledge of all post-trade processing activities for various asset classes ranging from middle-office trade support, clearance and settlement, through asset servicing.
We are abreast of industry changes and current initiatives that impact post-trade processing.
We have expertise in the unique Exchange Traded Products space (i.e. ETFs) and can advise both Authorize Participant and ETF Agenda.
If you are seek expertise and practical results, we are the firm for you.
OUR EXPERTISE
CLEARING AGENCIES & CENTRAL SECURITIES DEPOSITORIES
We have functional experience managing risk and operations of industry utilities.
BROKER/DEALER OPERATIONS & MANAGEMENT
We have a strong working knowledge of post-trade processing activities ranging from middle-office trade support, clearance and settlement, and asset servicing.
BUSINESS & PRODUCT SUBJECT MATTER EXPERTISE
We have hands-on experience supporting various broker/dealer businesses and asset classes such as equities, ETFs, and fixed-income.
PROJECT MANAGEMENT
We advise and manage process improvement initiatives.
If you are seeking expertise and client-tailored solutions, we are the firm for you.
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