Windward Advisory Announces Strategic Technology Advisor Service

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New approach brings cost-effective technology expertise to your management team

Windward Advisory Group, LLC, an investment industry technology and operations consulting firm, is pleased to announce their Strategic Technology Advisor service for wealth management firms, family offices and hedge funds. The use of technology in this market segment is pervasive, requires a significant investment of time and knowledge, and often can be the single most distinguishing characteristic versus the competition. “Our goal is to offer clients on on-going, accessible, executive-level resource to address strategic and tactical issues as they arise in order to get the best return on their technology investment” states Bob Shepro, Partner in charge of Windward’s new practice area.

Windward partner Ritch Gaiti adds, “Consultants are typically hired for stand-alone projects. While we also serve that role, this service is designed as a long-term relationship with a firm’s management team that can promote clarity and consensus regarding technology issues, while exposing priorities and constraints. The result may be systemic change, incremental steps via better systems integration or attention to adjacent areas and improved business processes.”

Windward’s retainer-based approach involves periodic on-site meetings combined with on-going consultations regarding, for example, ways to improve technology utilization, obtain better cost-benefit scenarios, evaluate the latest technology offerings, determine migration/upgrade strategies, or rate client-facing components versus peers.

About Windward Advisory Group
Windward Advisory Group, LLC is an investment and wealth management industry consulting firm specializing in technology and operations. Windward’s team of veteran, innovative professionals brings a unique blend of experience, technical expertise and operational management skills to help clients build and improve their technology platforms and operational environment to better serve a sophisticated client-base. Windward Advisory is the preeminent brand consulting to the industry segment of family offices and wealth advisors serving ultra-high-net-worth clients.

We are known for bringing best practices, financial applications, practical operational solutions and right-scale technology to our clients - whether an established firm needing short-term problem solving or a complete re-engineering of operations and technology, or a new organization needing design and implementation of back office services.

Windward Advisory has also developed a set of Focused Programs, an evolution of our experience solving problems for companies facing similar issues. The programs are designed for efficient implementation and use a framework of pre-built components and tool sets that can be customized where needed.

For additional information, contact:
Bob Shepro at bob(dot)shepro(at)WindwardAdvisory(dot)com 760 550-1370
Ritch Gaiti at ritch(dot)gaiti(at)WindwardAdvisory(dot)com 609 466-5888

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Keywords: Family Office Consulting, Operations Consulting, Technology Consulting, Wealth Management, Hedge Fund Consulting, Investment Management, Strategic Consulting

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