There are many times when firms need ad hoc expertise in areas that they have no need or desire to maintain full-time personnel. This gap can be quickly filled by SDC to provide:

• Operations Management
• Product Management
• Systems Roadmap
• Short-Term Staffing and/or Training

For asset managers, RIAs, and brokerage firms, we provide operational management capabilities that allow us to review the current systems, processes, and procedures of the firm. We then work with the team members to identify the necessary changes and even be a part of the team to help implement the changes.

Having been responsible for the product planning and development at several software providers and consulting companies, we have the expertise to act as the Product Manager for your system. While this is typically an interim role, in some cases we will provide extended services for products that may not generate enough revenue to support a full-time Product Manager.

With years of experience balancing the needs and resources of small- to mid-size companies, we are unique in our ability to develop systems roadmaps that reflect the priorities of our clients. With no allegiance to any vendor, we are free to recommend and implement open-source or proprietary solutions on any platform.

In some cases, our clients just need some exta personnel. In most cases, we limit our involvement to a maximum of three months, but our ability to provide such assistance and immediately provide value to our clients helps them to continue growing without interruption.