Platform Providers

Gallman Consulting Group will help you develop an effective strategic plan for your products and platforms, based on a rigorous competitive analysis and exhaustive research in the latest industry trends.

Gallman Consulting Group has developed multiple fee based platforms for several broker/dealers.  This experience has shown that each component of the platform needs to be carefully considered. Gallman Consulting group will help you develop an effective platform strategy that considers many key components such as design, usability, pricing, and product content. Your firms needs, objectives, competitor set, and industry trends will be part of developing the strategic plan.

Through a series of strategic sessions we will provide expert ideas and recommendations to set your firm apart from the competition and drive adoption for third-party platforms among existing advisors and future recruits.