Dr. Tanvi Sachar
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I have partnered with Ezra Group, a leading technology consulting firm in the wealth management space, to offer a number of services that can help your company be more successful in 2022. Ezra Group can evaluate and recommend software for financial advisory, broker-dealers and asset managers, can assist with implementation of this software, offers fractional CTO services and operational support and optimization consulting.
If your company uses any wealth management or asset management software or services, Ezra Group can help them become more efficient and effective at supporting your overall business.
Please contact me for a free 30-minute call to discuss how we can assist with your most pressing technology or operational issues.