Pi Consulting Group provides specialized operational consulting for independent advisory firms seeking to strengthen and scale their infrastructure. Our services include data quality validation, performance reporting support, system transition management, operational process consulting, and GIPS compliance preparation.
With nearly two decades of experience, our team has supported hundreds of advisory firms across the United States, ranging from emerging RIAs to complex multi-office practices. We bring platform-specific expertise across Advent Axys, APX, Tamarac, Orion, and Black Diamond, and understand the operational risks tied to data reporting, billing integrity, composite maintenance, and platform migration.
At Pi Consulting Group, we operate as an extension of your internal team — offering hands-on, critical support precisely where it’s needed. Founded as a family-driven business, we combine high-touch service with operational rigor, helping firms protect their operational foundations and scale confidently in a changing industry.
Where irrational problems meet rational solutions.
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