TrueFort’s Relationship-first Approach to Integration and Deployment Helps our Wealth Management Client Integrate Acquisitions Efficiently Optimizing infrastructure integration is critical. Our client is a wealth management firm that frequently acquires other organizations. Integrating and consolidating acquired infrastructures into their own is a critical part of this process, and an ongoing challenge. No two organizations are the same. Each of the acquired groups consisted of multiple branch offices with different applications and infrastructures. Gaining an understanding of the who, what, where, and when is critical to consolidating.

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