Cloud Advisory

Stop relying on spreadsheets and email and tap the power of Cloud solutions.  We’ll help you establish a budget that makes sense and capitalize on freeware.  We will save you time by making it possible to input information once and have it populate in other applications.  Our advisory services will help you be more collaborative, flexible and productive.


The benefits moving to the cloud include:
  • Less infrastructure – You need less hardware at your location because the application resides in the cloud.
  • Lower overall IT costs. –Less hardware requires less IT support.
  • Easier Scalability  — You can quickly and easily scale up or down without expensive changes to your existing IT system.
  • Always Current –Upgrades are automatic so users have the latest version of the tools at their fingertips without your IT staff lifting a finger.
  • Effective Collaboration —Your team can better serve clients by sharing information and recording interactions in a shared repository.
  • Workforce Flexibility –-Enable employees to work remotely and stay connected to each other and the company.
  • Universal Browser Access –Your users can be more productive because they can work or connect with you from any browser.


Let us partner with your team to develop an overall cloud blueprint.


Segments We Serve

Securities Services – Application development for hedge funds and asset management services.


Service Organizations – SaaS recommendations to optimize workflow and stay focused on providing services.


Retail – We are able to evaluate and recommend backoffice products to ensure efficiency for the front end.


Recent Projects

A hedge fund was looking to standardize their custom reports for marketing.  They had several spreadsheets that they used to capture information from different systems and then performed calculations on that data.  Finally, they would create static charts for the marketing reports.  We evaluated several Business Intelligence tools to aggregate and report on their performance.


© 2014 . All Rights Reserved.