With direct experience in investments and financial planning as well as technology, Spencer Dillard Consulting can provide a number of services to firms. We specialize in Application Development and in providing Consulting Services to the financial services industry.

Our clients include brokerage, software, and asset managers, with projects ranging from large-scale enterprise systems to ad hoc professional services relationships. Our clients quickly come to think of SDC as an accessible and reliable team member that provides tremendous value and expertise for their projects and businesses.   more...

In order to maintain our expertise and stay up-to-date with current trends and research in financial services, we also perform our own analysis and research on topics related to investments and financial planning. We will be publishing this research soon, so please visit often or contact us to be notified when we publish the works we are currently finalizing.

While not yet available for commercial sale, we are currently developing a solution that we believe will transform the investment management and financial planning tool space. Our Flexible Simulator allows us to develop logic components and modules at atomic levels and to develop models that use extremely complex logic in units that are quickly deployed and individually tested. Using this approach, our clients will be able to develop models for use in enterprise-class tools or for testing their own products under various scenarios. It's all a little "hush-hush" right now, but we will be making some important announcements soon and providing more information.   more...