Alpha Operations Consultants was established to help RIAs and other financial planners/investment managers to audit their back office processes and systems, develop best practices for their operations, and complete operational projects in order to increase efficiency, firm profitability, employee satisfaction, data accuracy, and client satisfaction. Typical projects include: Redesigning client billing process Merging back office operations after acquisitions and mergers Transitioning legacy software and data to new technology Assist in establishing capital expenditure budget and prioritization Create policy and procedure guides Staff training Portfolio accounting projects