The Wealth Manager's dilemma is to effectively aggregate and manage information from disparate sources to meet all of his or her clients financial, investment, tax and financial planning needs. Whether it be client acquisition, performance, portfolio accounting, portfolio reporting, partnership accounting or integrating your technology and operation into a fluid process, Windward can help. Using our structured consulting methodology, we work to understand the specifics of your business needs and challenges and work with you to identify the best approach and solution to meet your needs.
Our professional consulting team brings extensive experience and expertise implementing innovative technology and right sized operations in wealth management firms to work for you. Our goal is to understand your business and build on your strengths to craft a cost-effective solution which may range from a complete transformation of your technology to small operational and process improvements.
We offer both broad based Consulting Services and a retainer-based Strategic Technology Advisor program, which provides you with access to technology expertise to validate and guide your decision process.
To supplement our consulting services, we offer Focused Programs, which address the discrete building blocks of the organization.
Our consulting services are focused in:
Integration and management of data is paramount within the financial services firm. When providing technology services for our clients, we work to understand the specifics of your business practices and implement solutions that are scalable and can grow and adapt as your business needs change. Anticipating your future direction is as important as meeting your current demands. Our knowledge of the wealth management business and the available technology solutions combined with our proven process will guide you to a successful implementation.
Clients rely on the private wealth managers to protect their assets and privacy, preserve their wealth, and provide a wide array of administrative and support services. We have extensive experience in working with wealth management offices and understand the complexities of operational requirements including proper internal controls, logical workflow, best practices and effective tools and technology. You benefit from our objectivity and ability to see through the trees to analyze not only the big picture, but also the underlying components. Our operational consulting services include: