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"...MSP has been our virtual Chief Information Officer, which allows us to concentrate on our core mission to clients. We couldn't be more pleased with MSP's services!..."


  See who says so...
What we do
MSP provides business solutions for financial advisors through the selection and adaptation of 'right-sized' technology.  We seek to be our clients' most trusted, objective and respected source of IT expertise and partner of choice for firms that seek to create a competitive advantage through technology.

What you'll achieve
  Advanced IT systems integration and output:
●  contact relationship management
●  document management
●  portfolio management
●  financial planning tools
  Improved efficiencies by leveraging our knowledge of best
practices in selecting and utilizing software applications.
  Reduced IT risk:
●  plug-and-no-play software
●  security
●  backups
●  disaster and recovery
  More time to focus on your core competencies
In the news
  November 2007: MSP in Top 8 Leading Innovators:
Andy Gluck includes Kim Moulton and MSP in his Financial Advisor Magazine's "8 Leading Innovators" article.
  October 2007: MSP profiled in "Evaluating CRM Choices":
The Financial Advisor Magazine article describes the unique approach MSP takes in assisting cliebts with CRM and DMS solutions.
How we do it
MSP takes the same approach to managing your technology environment as you do with your clients' financial matters.  Our processes involve any or all of the following phases:

bullet assess
  • Technology Net Worth Statement™
  • goals and opportunities
  • firm culture
bullet plan
  • "right-sized" technology selection
  • minimization of business disruption
bullet implement
  • education
  • training
bullet monitor
  • systems efficiency
  • maintenance and upgrades

Providing your firm with the advantages of efficient technology is MSP’s primary focus and our benchmark for success.
Our Pledge
We will earn your trust through honesty, and your respect, not only by having great expertise, but sharing it generously and applying it effectively.