Take a look at some of the type of work we've completed and the results.

Boyer & Corp. Wealth Management

Situation: Firm had created an Excel spreadsheet to automate the placement of stock and bond trades. Tool lacked certain features that require a database with history to complete.


Pinnacle Investment

Situation: Client had two specific needs. Their existing allocation database only worked with two of their nine fund custodians. They spent 1-2 hours per day reconciling data downloads with their trading records.


Trinity Financial Advisors, Chicago IL

Situation: Firm prepares four Excel spreadsheet reports twice annually for each client. These include a Statement of Investable Net Worth, an Investment Summary, an Investment Comparison and a Style Box analysis. Client estimates 3,300 hours of staff time annually involved in this process, at a cost of over $83,300.