Levine Services provides consulting, advice, research, development, and implementation services within the finance vertical including financial institutions, financial planners, and their clients.

Services include

• Personal financial risk snapshots for financial planners and wealth management clients
• Advice in financial planning and risk systems selection projects (RFP analysis, proof of concept, gap analysis, selection criteria, vendor analysis and due diligence)
• A full suite of project deliverables, including functional requirements, design specifications, test plans, migration plans, and more
• Risk management planning and consultancy
• Quantitative strategy and analysis for the financial vertical
• These services are provided directly to clients and organizations, and via vendors, consultancies, financial planners, and accounting firms