Implementation & Conversion Tracking
Verus Consulting has extensive background with numerous types of conversion and/or acquisition projects.
Our team initiates a solid conversion methodology throughout the entire life cycle of the project as well as recommending systemic solutions: makes available transition plans to support the day-to day business during the conversion time frame, and outlining post conversion reconciliation processes including support.
Below is a high-level overview of the types of conversion talents we can bring to your firm but is not limited to:
- Brokerage Platform
- In-house Systems
- Mutual Funds
- Mutual Fund Omnibus Sub-Accounting
- Legal Entity
- Fully Disclosed to Self Clearing
- Deconversions (converting the books and records from one platform to another)