Putting the pieces together

Data Audit

  • Data Audit and Analysis
  • Technology Services
  • Proprietary © Data Audit Tool (DAT)
  • Identify industry best practices
  • Reduce compliance risks
  • Create integrity around data
  • Recommendations on data anomalies
  • Process to improve data procedures going forward
  • Works with any equity program

Implementations and Conversions

  • Data File Management
  • Project Management
  • Data Audit / FAS Analysis
  • Reconciliation
  • Industry best practices
  • Knowledge of vendor platform
  • Regular training on EO
  • Current updates on EE