RIA operations consulting for reconciliation, reporting, and Global Investment Performance Standards (GIPS®) readiness.
RIA operations consulting for reconciliation, reporting, and Global Investment Performance Standards (GIPS®) readiness.
Custodian discrepancies, account-level issues, and data mismatches that create reporting and operational risk.
Recurring reporting processes that become inconsistent, delayed, or difficult to maintain as firms grow.
Operational instability following conversions, migrations, or system changes that requires experienced review, cleanup, and follow-through.
Key workflows begin backing up when internal teams are stretched, short-staffed, or managing a transition.
Composite records, performance data, and supporting documentation can become incomplete or inconsistent, making it difficult for firms to assess readiness or prepare for verification.
Investigation of reconciliation breaks, custodian discrepancies, account-level issues, and operational data inconsistencies.
Support for recurring reporting workflows, portfolio accounting review, data tie-outs, and quality control.
Operational help during and after transitions, including cleanup, workflow review, data validation, and stabilization.
Temporary hands-on support for stretched teams, delayed workflows, and operational cleanup that needs experienced follow-through.
Practical support for composite maintenance, performance data review, documentation, and preparation for independent verification.
Pi Consulting Group brings 20 years of hands-on experience inside RIA operations. Firms gain senior-level support with less ramp-up time and a practical understanding of the systems, data, and workflows involved.