Interim support

The Challenge

In the dynamic RIA industry, even well-run firms can find themselves short-handed. A key operations staff member might take an unexpected leave or depart, leaving a critical gap during a busy quarter. Maybe seasonal surges – like year-end reporting or tax season – are straining your back-office team. Perhaps you’re transitioning to a new platform (Advent, Orion, Tamarac, etc.) or undertaking a process improvement project that demands more hands and expertise. 

As an RIA ops leader or principal, you know these situations come with high stakes: client service can’t slip, compliance deadlines must be met, and there’s no time for lengthy learning curves. Yet hiring and onboarding a full-time replacement in a pinch isn’t practical. This is the problem many RIAs face – sudden operational demands that outpace your internal capacity, threatening efficiency and peace of mind.

Our Solution

Pi Consulting Group’s Interim Support is a ready-made solution to bridge those gaps with confidence. We provide seasoned RIA operations professionals who step in seamlessly as an extension of your team. Armed with deep industry knowledge and familiarity with the leading advisor tech platforms, we hit the ground running – no downtime, no disruption. Whether we’re backfilling a vacant operations role or tackling a special project, our approach is hands-on and tailored. 

We maintain your day-to-day workflows, keep client deliverables on track, and even identify opportunities to streamline processes along the way. You get top-tier operational expertise when and where you need it – at a fraction of the cost of a full-time strategy and without long-term commitments. In short, we ensure your firm’s operations continue running smoothly and efficiently, so you and your team can stay focused on serving clients and growing the business.