Moulton
Strategic Partners: “Your Virtual
CIO”
Moulton
Strategic Partners is a fee-only
technology consulting company for
financial advisory firms, which
provides everything from counseling
and education to system implementation
and training across the areas of
Contact Management Software, Document
Management Systems, Portfolio Management
Systems and Financial Planning Software.
For many advisory firms, MSP acts
in the capacity of a virtual CIO
helping firms build a ‘Technology
Whole Vision’ map, executing that
plan and standing ready to assist
when technical problems inevitably
arise.
Beneficial
Concepts Group LLC
Beneficial
Concepts Group is an operations
management consulting firm working
exclusively with financial services
firms. We act as a firm’s outsourced
Director of Operations or Chief
Operations Officer by providing
firms with professional operations
management for growing or streamlining
their financial services practice.
Our key deliverable is implementing
and monitoring solutions.
My
Virtual COO
My Virtual COO provides assistance in client acquisition,
business strategy, and operation support to small and mid-size
businesses across the USA.
