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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.
"We were provided invaluable operational support during our transition to Black Diamond. They stepped in seamlessly, helping us navigate performance reporting, reconcile legacy data, and troubleshoot key workflows. Their attention to detail, clear communication, and experience with RIA systems made a real impact. Highly recommended for any firm tackling a conversion or needing back office support."
Chief Compliance Officer
$1.5B+ RIA Firm
“Pi Consulting Group’s operational support helped us stabilize workflows during a critical transition period. Their calm leadership made a big difference for our internal team.”
Director of Operations
$5B+ RIA Firm
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