Case Studies

CEG Worldwide provides financial advisors with insights, strategies and tools to significantly grow their businesses while better serving their clients. As a 'virtual company' whose principals work from home offices in multiple locations across four states, its IT requirements are far from typical.

The founders of E.K.Riley Investments created a business model that enabled each broker to work remotely and according to his or her own business plan. In order to achieve this, they needed to provide the same technology and information delivery associated with a large organization.