Setting up and managing processes to help turn data into reports and business actions is an ongoing challenge for financial planners and investment advisors.  Data entry errors, inefficient processes, underutilized software applications—these can be the source of lost business opportunities and obstacles to corporate growth. 

Our company can help you utilize your existing technology to its maximum potential to allow you the freedom to deliver the quality and

Who We Are
  We are Information professionals that take pride in developing information processes that help businesses overcome obstacles to growth.

Edi Alvarez, Principal
Edi is an information management executive with 20 years of technology process development. (details)

Neil Dukas, Head of Operations
Neil is active behind the scenes at Process Per Se, managing a variety of organizational and administrative functions. (details)

  We are well versed in the latest technologies (over 20 years experience) with a healthy sense of what life is really like inside a growing business. We began this company in response to the need by business professionals for reliable, efficient ways to manage electronic processes, software applications and the sheer volume of information from Registered Investment Advisors.  The goal is to develop sustainable robust processes that reduce the tedious, repetitive tasks allowing professionals to focus on business and leisure.

  We have experience setting up and maintaining information systems for Investment Advisors. These systems are developed to be compliant, secure, and integrated with your business continuity plan.  We have developed an expertise in the integration of business specific software with Microsoft Office and web interfaces.

  We work closely with business and IT providers both on-site and remotely to provide you with practical solutions.