Operations, billing, trading, drift and the records everything else is computed from — the work that decides whether the rest holds.
Practice management
Cadence should follow complexity, not the calendar.
Practice management
Almost every firm runs on knowledge recorded nowhere.
Portfolios
Three mandates should not mean three registrations. That is a software constraint.
Operations
Rarely by design. Reconciliation does not add — it multiplies.
Controls
Most systems enforce access on the screen. That is not where access is enforced.
Architecture
Four systems can compute a client's return, each correctly, each differently.
Operations
Nobody leaves over a fee error. They leave over what the fee error tells them.
Practice management
Compliance as a series of surprises. What recurs, and where firms get caught.
Practice management
Most firms have six to fifteen single points of failure and have never counted them.
Practice management
Auto-renewal is designed for inattention. The default is that you keep paying.
Practice
The arithmetic most owners avoid, the distinction between work only you can do and work that merely lands on you, and what the honest comparison usually shows.
Reporting
The accounts reconciled to the dollar. The whole gap was in the roll-up.
Questions? Ask them directly — that is what the twenty minutes is for.