Fintech Integration Marketplace

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Wealth Consulting Partners

Wealth Consulting Partners, LLC offers a range of consulting services encompassing everything from target operating model design to implementation. The unifying theme across our work is to serve as your partner acting as a catalyst for Change within your organization and then help you lead and drive the Change to achieve specific business objectives. Wealth Consulting Partners helps design tailored change management roadmaps based on your unique traits and organizational vision. We have deep domain expertise, having worked within all aspects of the Wealth Management/ Managed Accounts/FinTech arena — Sponsor/Client side, Asset Manager side, Provider side — and with that as a foundation, have unsurpassed understanding of what works and what doesn’t work and how to create “win/win”, lasting partnerships between all parties.

Wealth Consulting Partners
  • Digital Advice Strategy and Implementation
  • Revenue Growth Strategy
  • Client Experience Design and Tech Enablement
  • Goals-Based Wealth Management Strategy, Technology Roadmap Design and Execution
  • RIA Acquisition / Integration Strategy
  • Asset Management Product and Distribution Strategy
  • Target Operating Model Design and Execution
  • Wealth Management Client Experience Optimization
  • Cross-Channel Investment Platform Rationalization and Operational Efficiency
  • Portfolio Management Modernization
  • Investment Advisory Best Practices, Change Management and Professional Development
  • RFP Creation and Vendor Selection
  • Competitive Benchmarking and Industry Best Practices
  • Competitive Analysis
  • Practice Management Curriculum, Content and Delivery
Wealth Consulting Partners

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Wealth Consulting Partners

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