Wealth Management

SolomonEdwards is focused on meeting the dynamic needs of our clients. Our collaborative approach in working with our clients, coupled with our Banking & Financial Services (B&FS) team's experience with complex finance industry issues, allows us to quickly identify opportunities and bring innovative service offerings to market.

Operational Effectiveness
The seasoned and experienced Wealth, Brokerage and Retirement (WBR) subject matter experts within our B&FS practice guide our clients in rethinking their organizational structures. These program and project managers specialize in operational, organizational and change management consulting services across the wealth, brokerage and private banking business organizations. We guide clients to achieve their strategic initiatives and recognize organizational performance enhancement through the rationalization, design and implementation of business processes to provide operational effectiveness services in front, middle and back office environments.

Strategic & Advisory
SolomonEdwards' B&FS professionals possess extensive experience in developing detailed, well-reasoned and fully supported business cases, discussion briefs, implementation strategies and plans for WBR organizations. Utilizing our proven quantitative techniques and qualitative methodologies, we help management teams fully understand the gaps between current and future targeted operating models, the level of effort to achieve their goals, appropriate timelines and milestones for proper implementation and the related costs and benefits to be realized through the change.

SolomonEdwards assists WBR organizations with a comprehensive array of information technology services including strategy formulation, transformation needs, vendor selection, system optimization and implementation. We utilize proven approaches to IT strategy development and systems assessment, design and implementation that provide effective results. Our experience and expertise covers a variety of platforms ranging from SEI to SunGuard and Metavante and our subject matter experts have extensive knowledge on a wide array of front/back-end applications and web enabled systems. We utilize our project management and project planning experience to help clients address the multitude of issues they face through systems development challenges.

Our technology solutions have enabled clients to improve their customers' experience, achieve market differentiation through early adoption of new technologies and operate more efficiently and productively than ever before.