Spencer Dillard Consulting was founded to provide much-needed expertise to financial institutions. We believe in being honest and objective, and we honor our clients requests and fiercely protect their information and intellectual property. While our projects cover a wide area, some examples of recent projects include:

• Developing a large-scale enterprise solution for retirement income planning and managment
• Designing a wealth simulator for a large software firm as an optional component for their platform
• Building Excel workbooks and a testing framework to test the calculations of a system built in-house by a small RIA

Many firms want to deliver solutions for their advisors but simply lack the expertise to develop cash flow models or Monte Carlo simulation-based tools. For some clients, there is a need to migrate complex, aging Excel spreadsheets to a web-based platform to improve consistency, compliance, and quality of advice. With expertise in financial calculations, simulation technologies, and software development, we quickly become a part of your business to deliver the right solutions in a timely and cost-effective manner.   more...

With experience in both the software and brokerage industries, the team at Spencer Dillard Consulting can quickly become a critical and valuable member of your team. Whether you are trying to streamline operations, introduce new technologies, or just want help planning your long-term strategic goals, we are there to help. Many clients use us to bridge the divide between business and technology, letting SDC be the translator between two groups who may not be working well together due to an inability to communicate effectively. Because we have experience on both sides of the table, we are able to quickly gain the trust of everyone involved and demonstrate our unparalleled acumen for developing creative solutions to complex problems.   more...