Advice and Implementation Services

With years of experience in the Financial Services Industries and Internet Startups, John Morris Consulting can provide your business with the necessary skills to successfully implement a wide variety of solutions in the following areas: 

SMA / Overlay Integration

One of the key trends in Money Management is the movement toward Separately Managed Accounts (SMA). There are several vendors offering solutions for large scale, cost effective, managment of separate accounts for each client of a firm. Regardless of which vendor is selected, there are core issues that must be addressed during the implementation. A successful implementation will address these issues as part of a comprehensive project plan. John Morris Consulting can help. Click here to find out more.

Database and Web Consulting

Web based services and informational web sites are the tools that can make or break a company. Most web services are backed by databases to provide up to date and dynamic information to customers, employees, and vendors. These systems should be designed and implemented using the best technologies and techniques available.  John Morris Consulting can help. Click here to find out more.