The Expert Consultant Network comprises consultants with significant industry experience offering advice to financial advisors on their operations, technology, compliance issues, and marketing efforts. This central resource connects financial advisors seeking guidance on practice management decisions, with the service providers who understand the changing landscape of available options and who can significantly jumpstart advisors' efforts.
BaySys Technology provides outsourcing, fee billing solutions and development services for advisors and asset managers. Your portfolio management system is the core technology investment of your practice. BaySys maximizes your return on this investment by providing solutions that touch on every facet of your system – from the timeliness and accuracy of your data, reconciliation, client reporting packages, fee billing with BARS (Billing And Reporting Solution), integration with outside systems, custom reporting and much more.
We’ve been working with investment advisory firms for over 25 years. Our staff has deep expertise in portfolio accounting, performance measurement, trading, regulatory, compliance and other areas that affect your business.
We are experienced in Advent Axys® and APX®, Schwab PortfolioCenter®, Finfolio® and Morningstar Office®. BaySys Technology is committed to our clients and not to any single portfolio management system. We can provide a growth path if your current system is no longer fulfilling your needs.
Larry Baker, Principal
MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial investment advisors. Its comprehensive service offering delivers sound, yet business-savvy, regulatory compliance solutions.
The firm pairs best-of-class compliance professionals with state-of-the-art technology to meet, anticipate, and exceed the exacting needs of its clients. From the startup of an investment advisor through its RIA Incubator program to the outsourced compliance department capabilities of the RIA Institute, MarketCounsel's service platform consistently delivers on the promise of trusted counsel and extraordinary service.
UNAPEN, Inc. provides IT and Business Continuity services that keep your critical business systems available, reliable and secure at an affordable, fixed cost. Unlike most IT providers, UNAPEN understands both the asset management business and the technology needs of this industry.
Over the past 20 years, startups, small and medium-sized wealth managers, and large institutional investment managers have looked to UNAPEN for the following:
Our proactive approach to providing IT solutions means that we don’t wait for something to go wrong, we work closely with you to plan out a multi-layered strategy that continuously protects your firm, your clients and your budget.