According to a press release, business consulting specialists will work closely with Pershing’s LLC’s introducing broker-dealer customers and Pershing Advisor Solutions LLC’s independent registered investment adviser customers to provide them with an array of tailored strategies and solutions. Key features of the offering include:
- In-depth business process reviews that provide insightful recommendations to enhance efficiencies of existing processes, controls, policies and workflows;
- Experienced project managers who oversee the development of new initiatives from concept to completion, determine feasibility, assess risk, provide timelines and milestones, and provide structure needed to ensure successful implementation;
- Reengineering assistance that offers strategies to improve processes, achieve consistency, reduce costs, and measure performance; and
- Detailed financial analysis that offers greater transparency around the unit costs of products and services, and expense analysis at the regional, office, investment professional, and investor level.
“The knowledge our business consulting specialists have acquired from analyzing many top performing broker-dealer and RIA firms has provided us with an intimate understanding of the business, operational and organizational challenges facing these types of firms. Our comprehensive suite of business consulting services is designed to provide broker-dealer and RIA firms with the strategies and solutions they need to successfully grow their businesses,” said Suresh Kumar, chief executive officer of iNautix USA, in the release.
More information is at www.inautix.com.