Levine Services, LLC provides research, development, and implementation services within the investment and risk analytics and software space.

Services include

• Implementation and integration consulting with WealthDefender and third party financial planning software and data
• 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
• Map and gap analyses of current financial risk and optimization analytics versus best practices / market demand
• Full support and customization services for WealthDefender
• These services are provided directly to organizations, and via vendors, consultancies, and accounting firms