Matt Wolf, Senior Consultant

"Technology is a critical part of the advisory firm but it's also often a time-consuming effort for the firm principal and their staff.  There is no denying the importance as it augments advice delivery and client service but like most operational areas there is no reason that these functions can't be outsourced to an expert at a fraction of the cost for even better firm outcomes. I believe that careful planning of the firm's technology eco-system is critical in the same way that it is critical to provide financial planning to clients. My firm mimics the personal planning approach - deep fact finding, goal setting, ongoing advocacy and a comprehensive reporting suite.  Advisors and their staff are often overwhelmed by the choices and the overlap in feature sets available results in paralysis or inefficiency. My goal is to save time, increase confidence in the technology, eliminate redundant expenses and create the best outcomes possible for the firm.  This goal is not to simply make changes but to carefully assess the firms current state and let that process determine direction." - Matt Wolf