Consulting Services

Our Consulting Services arm delivers a proactive look at a broker dealers and investment managers business’s. We look at the past, the present and the future. Some firms have even likened our audit to a Doctors visit for their firms. The benefit is that in the reactive world that many firms survive in, Beacon delivers outside the box thinking that positions firms for competing today as well as tomorrow.

Our audit incorporates all aspects of a firms operation. From vision to personnel to workflow to vendors we interview and analyze all levels of participants with questioning that explores the drivers of the firm. We flowchart the movement of funds, data, and technology to understand limitations and opportunities. We spend time with representatives exploring what are the important elements of their business and what are the propensities for change. It is here that we begin bring forth the needs of our clients.

Once we have the base information we can then move into understanding a firms needs. The Needs process is a complex one given the balance between wants, budgeting and ROI. And it is at this point that a firms plan typically begins to emerge. Here is where we incorporate “best practices” evolution with automation and solid intellectual property to deliver a firms platform for their future.