Decision Point Partners helps financial service firms successfully transition through conversions, technology decisions, and process improvement to profitability.
Too many strategy consulting engagements fail at the execution stage. Decision Point Partners (DPP) uniquely leverages our deep implementation expertise in guiding Independent Broker Dealers, Registered Investment Advisers, and Asset Managers through this critical transition stage.
“We provide practical advice to protect, manage and grow wealth for the Financial Services Industry using repeatable and reportable processes.”
— John T. Litzow, Managing Partner
Custody & Platform Conversions
With the experience of leading and executing over 10 conversions of Independent Broker Dealers, performing best practice analyses of major custodian functions and implementing over a dozen launches and/or conversions of wrap/advisory platforms, DPP is well versed in the many pitfalls that can arise in a conversion causing the potential disruption of business and unanticipated resource demands. Employing a methodology that incorporates a front, middle and back office view, we are able to collaboratively guide clients through the conversion – minimizing disruptions and maximizing resources.
In an ever changing technology environment, it is imperative that decisions be made that will incorporate both the need for the right solution, as well as what best integrates with existing platforms.
Multiple analyses of Workflows for Custodians, IBDs, and RIAs has led to our ability to effectively recommend optimal processes and sub-processes. Our analysis challenges current processes to ensure that they are valid and efficient. Oftentimes, processes evolve and the original rationale is no longer pertinent. Recommendations optimize the process as well as the dedicated personnel.