Wolf Point
Consulting LLC
Take your client experience to the next level
What We Do
Wolf Point Consulting LLC seeks to bridge the gap between financial advisors and technology. We understand how to strategically employ technology to create the optimal client experience from your vision. We make technology work for you.
With a depth of experience in wealth management, we understand your unique client base and the particular challenges in managing your practice, including the difficulties digital change and innovation may create in interacting with your clients. With this knowledge and experience, we harness the value of technology to create a client-focused model.
Our expertise comes in having strategically deployed technologies to improve the client experience in a high-net-worth advisory practice.
Digital practice management Strategy
We help streamline your workflow by properly integrating the right technologies.
Client Reporting and performance analytics strategy
We expertly take the client experience to the next level and into the digital age.
Platform conversion and implementation and training
We seamlessly implement your new reporting platform, incorporating your historical data and designing new workflows.
performance Reporting Services outsourcing
We fulfill the sophisticated client’s needs for full portfolio visibility, including reporting on alternative investments.