OUR COMPANY

Concord
Consultative Process
Management Team

Case Histories
Press Room

OUR CAPABILITIES

Wealth Management Platform
Technology
Ancillary Products/ Services

OUR CLIENTS

Bank Trust and
Wealth Management

RIAs
Family Offices
Regional Brokerages
CPAs
Law Firms
Insurance Companies

Our Capabilities: Technology Platform

IT Outsourcing


    As part of our wealth management platform services, Concord is prepared to provide IT Outsourcing in cooperation with your organization’s IT professionals.

    Our outsourcing professionals respond promptly, often within hours.

    Concord’s IT professionals have addressed projects, such as:


    • Request for screen scraping of other financial data sources
    • Building “Dashboard” modules to a client’s specification
    • Constructing portfolio structuring tools that can be integrated with the client’s existing investment processes
    • Create customized platform heirarchy for staff and clients

    Concord's outsourced professionals function as your in-house IT department- an option that is often better than having your own programmers.