“Our Partners bring tremendous value to our clients in numerous ways that extend far beyond engaging a firm to help implement or project manage a Pereview implementation. In all cases, our relationships with the growing number of Partners in our network truly represent a “1 + 1 = 3” scenario.”

Jeff Wilson,

CEO & Founder

Juniper Square empowers GPs and LPs to focus on building enduring relationships and exceptional investment opportunities. Our partnership enablement solutions empower investment partners to connect and communicate seamlessly across every interaction, freeing teams from the disjointed and siloed systems, operations, and processes holding organizations back from realizing their full potential today.

Lionpoint Group transforms operations for the investment management industry. They combine talents of industry leaders and experts in service delivery to help clients achieve operational efficiencies and excellence through structure, process and technology.

Fitzwilliam Dunne is a boutique consulting business, focused on connecting investors, managers and advisors to data driven, operational and technology transformation to accelerate growth, achieve sustainability and generate value creation.