RIA Consulting Services for BACK OFFICE Operations

As your firm expands, so does the complexity of your back office:

• Time-intensive daily reconciliations across custodians

• Maintaining accurate and timely client performance reporting

• Ensuring data integrity and system consistency

• Training new hires or managing turnover in critical operations roles

Even small errors can create compliance risks and erode client confidence.

Dependable. Scalable. Built for the Long Haul.

With Pi, you gain:

• Proven stability — nearly two decades of consistent RIA operations expertise

• Data confidence — reliable reconciliations and reporting that clients can trust

• Reduced risk — compliance and accuracy built into your workflows

• Sustainable growth — scalable systems that evolve with your firm

We’re not just filling gaps — we’re building a back office foundation you can count on year after year.