Navigant provides advisory, consulting and strategic guidance to wealth managers, RIAs and Family Offices. Our expert team understands the evolving and competitive landscape your organization faces as technology and on-demand services along with the regulatory landscape add new layers of complexity to your business. Our team of experienced practitioners are well versed in the operational, technology and compliance areas and can assess, design, advise and ultimately implement the roadmap you need to remain competitive.
We have worked with wealth management clients to drive Agile methodology to optimize software delivery. Our IT program management teams create governance, framework and leadership around the SDLC environment. We advise clients on the operational aspects of merging settlement systems and evaluating utilities as an approach to reduce cost. Our team is also experienced in the data management, analytics and on-demand solutions to provide clients with greater transparency and insight into their portfolios. As part of our advisory offering, we have expertise in advising wealth, registered advisors and family offices in industry-specific regulatory and compliance topics to help mitigate risk. Those skills include gap assessment, mock exams, testing and the implementation of a control framework.