MSP will provide a holistic evaluation of your current environment and operations in addition to creating a roadmap of next steps. Many clients will call with a very specific question about 'going paperless' or which CRM they should buy or how they can achieve remote access securely.  This is akin to a new prospective client asking a planning firm which type of trust is best for them with no further information given.  The first step in providing responsible answers is to gather enough information about your current environment and your most pressing problems.  Only then can reliable recommendations be made.

Jump-start your research and evaluation of software categories and individual technologies to prevent narrow decisions or analysis-paralysis.  General 'state of technologies' sessions are also available for grounding firms in understanding the distinct areas of technology that need to be considered.

Making any software or hardware decision in isolation will likely result in expensive integration issues, unrealized functional needs and unused/underutilized applications.  MSP will analyze your environment holistically and assist you in creating a technology plan for your firm.  Making decisions with in-depth and experienced knowledge of systems and data architecture will likely mean the difference between realizing a return on your investment and churning through applications in search of a workable system.

Workflow is the heart of any business and E-Myth 101.  Extracting operational knowledge and processes from employees' minds is often more difficult than the automation of these tasks.  In a highly disciplined manner, MSP will work with your firm to articulate and map your current processes and stretch them to a 'best practices' design.  MSP will then work to 'systematize' the workflows within your existing software architecture.

Often unplanned for, but always critical and time consuming, is the accountable management and coordination of technology selection, budget, vendors, training, and technical/social implementation challenges.  An elite collection of partners team with MSP to perform specific functions.  These partners are the best in their class, offer services at affordable rates, and have gained economies of scale by working together on multiple projects specifically for Financial Advisory firms.

The accountable implementation of your technology plan is a clear and distinguishing competitive advantage for MSP.  From the planning stages through conversion and training, MSP continuously walks alongside its clients and takes an ownership/leadership role in the successful implementation of the technology plan.  Our clients' satisfaction is a direct result of three driving forces: we understand technology deeply, we understand your business, and we integrate tailored solutions with a work and moral ethic that is second to none.

If there is a specific technology solution which you are interested in (other than those listed on our Technologies page), MSP is available to provide an objective and advisory-savvy evaluation.  We have established processes which will provide an assessment across many dimensions including cost, functionality, architectural soundness, product direction, and integration with other applications. The depth of this analysis is determined by you in terms of time or points of measurement.