Consulting Services

New Heights Solutions provides many services to RIAs looking to maximize efficiency in their practice.

We have experience researching, selecting, implementing, and supporting the technology solutions fit the best within your operations and budget.

At New Heights Solutions, we partner with you to understand your business processes so we can recommend areas of improvement.  This may include developing new business processes or maximizing the use of your technology.

Let us do the research on your behalf so you can spend more time working with your clients and growing your business.

Read more about our services below:

Practice Management Consulting

  • Assistance with developing and/or documenting your business processes
  • Analysis of current business processes to identify areas of improvement
  • Maximizing efficiencies in workflows

Technology Consulting

  • Analysis of current technology solutions in use at your firm
  • Identify opportunities for efficiency and savings by combining one or multiple solutions
  • Assistance in selecting the best technology tools for your firm, within your budget.
  • Implementation and configuration of selected technology solutions to fit with your business processes
  • Management of transitions to new systems

On-Going Support

We offer on-going, monthly support plans to any firm that needs some extra IT help or as issues arise.  Whether you are developing a new workflow, on-boarding a new employee, or considering new technology, New Heights Solutions will be in your corner.


New Heights Solutions utilizes multiple pricing models depending on the level of complexity and needs of our clients.  We may offer hourly, monthly, or fixed-rate fees by project.  Contact us below for a quote!