Management Consulting - Austin, TX, US
Alpha Operations Consultants was established to help RIAs and other financial planners/investment managers to audit their back office processes and systems, develop best practices for their operations, and complete operational projects in order to increase efficiency, firm profitability, employee satisfaction, data accuracy, and client satisfaction.Typical projects include:Redesigning client billing processMerging back office operations after acquisitions and mergersTransitioning legacy software and data to new technologyAssist in establishing capital expenditure budget and prioritizationCreate policy and procedure guidesStaff trainingPortfolio accounting projects
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