who we are &
what we do

Advisory Platform Solutions started as a consulting firm specializing in solutions that addressed the unique challenges of the investment community. Shortly after our inception, we became known as the consulting firm that provided highly experienced, senior consultants "who could do the job right the first time." We continue to offer a full range of business, operational, and technical services, delivered by professionals experienced in both the business industry and in technology.

Whether charting a strategic direction or integrating existing technologies, improving marketing through analytics or any of our other services, you can reply upon APS to understand the drivers for strategy, customer satisfaction, tool, process, and platform adoption.

Advisory Platform Solutions has evolved over its life to meet the needs of its clients.



We use our robust solution set to serve a number of industries:

  • Financial Services
    • Banking
    • Insurance
    • Investments
    • Wealth Management & Advisors
  • Healthcare Providers
  • Pharmaceutical Firms
  • Associations & Memberships
  • Employee Benefits
  • Law Firms