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
  • Bank
  • Trust
  • Depository
  • Applications
  • In-house Systems
  • Mutual Funds
  • Mutual Fund Omnibus Sub-Accounting
  • Legal Entity
  • Correspondent
  • Fully Disclosed to Self Clearing
  • Deconversions (converting the books and records from one platform to another)
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