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
Levine Services
+1 646 229 1357
+1 760 462 3873