ABOUT EXPERTISE SERVICES SERVICENOW NORIMA INNOVATIONS SUCCESS STORIES CAREERS NEWS CONTACT US .cls-1{fill:#fff;}glassdoor-logo Our team has hundreds of person-years of business and technology expertise in the brokerage industry. We provide architecture, system and business analysis, software development, testing, and project management for Broker Dealers, RIAs, and Custodians. Our knowledge of challenges related to acquisition integration, data aggregation and/or migration, and back-office conversion logistics have helped many leading firms speed up their projects and avoid costly mistakes. Fee-Based Advisory Implementations We provide expertise for the implementation and management of fee-based advisory solutions that are profitable for the broker/dealer and efficient for advisors. CRM & Financial Planning Integration Our integration experience with leading CRM and Financial Planning Systems allows us to bring flexibility and selection to your advisors. Broker/Dealer Acquisition Integration We can facilitate speedy integration of broker/dealer acquisitions, minimizing impact on your operations and quality of service, and reducing risk of advisor departures. Portfolio Management & Rebalancing Our experience with portfolio management and rebalancing platforms will help you select and implement the right vendor, helping you get to market quickly. Direct Business Processing Optimization We can guide the implementation of best practices for direct business processing to optimize your process efficiency and reduce your compliance burden. Advisor Portals/Workstations We can redesign your Advisor’s Knowledge Library websites and content management processes to facilitate better self-service and decrease volume of calls to your call centers. Commission Processing Overhaul We can overhaul your commission processing systems to provide additional payout flexibility for advisors without compromising accuracy or operational efficiency. Success Stories Advisor Group Data Warehouse Financial Services Cetera Payout Reporting Financial Services Ceridian Powerpay Mobile Payroll App Financial Services A few of our valued clients 1 2 3 Want to learn more about Norima Consulting? GET IN TOUCH WINNIPEG 1200-220 Portage Avenue Winnipeg, MB R3C0A5 Canada (204) 272-7170 SAN DIEGO 200-11590 Bernardo Court San Diego, CA 92127-1662 USA (858) 866-9887 x701 EXPERTISE Financial Services Insurance Healthcare Norima Innovations Innovation Acceleration ServiceNow ABOUT NORIMA About Norima Careers News Contact SERVICES Management Consulting Service Management Project Management Business Analysis System Development & Integration Software Testing Innovation Acceleration