Aperture Solutions Group

Aperture is a wonderful partner, after working with a different implementation partner prior to them and having limited success, the difference has been night & day. They are great at cleaning up other people's messes! The resources on the project team are all responsive, totally engaged, detail oriented, inquisitive about our business processes and offer highly credible suggestions on how to both improve them and advance the Digital Transformation strategy my Registered Investment Advisory firm is executing as we continue to grow and scale nationally. They bring Wealth & Asset Management industry knowledge/subject matter expertise to the table and a level of professionalism that is quite refreshing to experience! I would recommend that other Wealth Management, RIA and IBD firms speak to Aperture if they are at all unhappy with their current SF implementation partner or are looking for one, they will make your life better immediately!

The scope of efforts required for this project spanned multiple applications and required creative solutions for data flow synchronizations not predefined within Salesforce. The Aperture team was crucial in proving not only the advanced expertise and intuitive/creative thought process required to seamlessly synchronize the unique data flows, they also effortlessly provided guidance (and sage advice) to assist with maintaining tight timelines. Aperture's ability to piece together conversations/intentions and grasp the overall goal of the project, while also providing alternate solutions for a more streamlined product, provided strong confidence in every step of the project journey.