F&A consultants can deliver expert services ranging from strategy through execution to assist Wealth Management firms with all aspects of their business including: Business process management, systems integration, Trust company start-ups, acquisitions, and new products or services. Our consultants can provide strategic, tactical and timely Consulting with business analysts, systems analysts, project managers and executives.
We provide Product Development and Support services which includes architecture, functional design, programming and support services for wealth management applications. If it’s Client Transition Management that you need we can leverage our broad experience working with institutions of all sizes.
Our extensive years of experience enable us to serve multiple markets including:
- Wealth /Investment Management
- Private Banking
- Trust & Custody
- Retirement Services
- Registered Investment Advisors
- Family Office
- Broker / Dealer
Consulting and Implementations
F&A can assist with building and implementing operational and systems processes to enable your business decisions.
Vendor Evaluation and Selection
F&A provides a standard project plan and database to facilitate the successful selection of software or to outsource providers through an RFP process. The project plan is defined by F&A and the client is led through the process of system or outsource provider selection in a fixed timeframe and cost range. F&A has created a database of function points related to trust accounting and portfolio management systems that is leveraged to reduce the time and cost of the project. All correspondence with potential vendors is electronic which increases the likelihood of timely and accurate responses. The client is also able to draw on the knowledge of the market that F&A brings.
Project Services and Solutions
F&A provides a variety of project services to facilitate the successful implementation and integration of software. Here are some of the services that are offered:
- Project Management and PMO
- Audits
- Planning and Development
- Business Analysis
- Quality Assurance and Testing
- Urgent Project Intervention
Client Transition Management
The Client Transition Management practice offers consulting services with community and emerging regional banks in mind. Leveraging our extensive experience working with institutions of all sizes, F&A can tailor these services to an individual client’s specific needs.
Contact us to learn more about this service and how F&A can assist your business in achieving its desired results.